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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 | $120,488 | $95,453+26.2% | $112,040+7.5% | $82,448+46.1% |
| Participation rate | 53.1% | 72.8%-19.7pp | 76.5%-23.4pp | 68.1%-15.0pp |
| Annual return | 18.88% | 23.92%-5.0pp | 24.52%-5.6pp | 41.64%-22.8pp |
| Employer contribution / active EE | $1,576 | $2,318-32.0% | $2,954-46.7% | $2,551-38.2% |
| Participant deferral / active EE | $3,367 | $4,224-20.3% | $5,098-33.9% | $4,139-18.6% |
| Admin fee / account holder | $36,408 | $9,013+303.9% | $12,098+200.9% | $7,234+403.3% |