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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,786 | $78,705+35.7% | $117,860-9.4% | $70,124+52.3% |
| Participation rate | 60.7% | 73.2%-12.5pp | 79.7%-19.0pp | 69.5%-8.8pp |
| Annual return | 15.66% | 23.30%-7.6pp | 335.10%-319.4pp | 73.14%-57.5pp |
| Employer contribution / active EE | $1,261 | $2,223-43.3% | $3,786-66.7% | $2,342-46.2% |
| Participant deferral / active EE | $2,573 | $3,297-22.0% | $4,482-42.6% | $3,332-22.8% |
| Admin fee / account holder | $9,978 | $5,065+97.0% | $8,021+24.4% | $4,645+114.8% |