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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 | $103,731 | $102,422+1.3% | $147,117-29.5% | $80,959+28.1% |
| Participation rate | 33.3% | 75.9%-42.5pp | 82.2%-48.9pp | 67.7%-34.3pp |
| Annual return | 22.43% | 135.16%-112.7pp | 420.54%-398.1pp | 35.67%-13.2pp |
| Employer contribution / active EE | $1,459 | $3,717-60.8% | $4,932-70.4% | $2,757-47.1% |
| Participant deferral / active EE | $5,688 | $6,652-14.5% | $8,065-29.5% | $4,300+32.3% |
| Admin fee / account holder | $6,754 | $7,953-15.1% | $12,993-48.0% | $6,925-2.5% |