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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 | $121,645 | $104,694+16.2% | $85,709+41.9% | $167,536-27.4% |
| Participation rate | 50.0% | 76.4%-26.4pp | 69.9%-19.9pp | 82.1%-32.1pp |
| Annual return | 17.21% | 21.45%-4.2pp | 21.49%-4.3pp | 478.82%-461.6pp |
| Employer contribution / active EE | $2,200 | $3,337-34.1% | $2,619-16.0% | $4,839-54.5% |
| Participant deferral / active EE | $5,451 | $4,826+13.0% | $3,924+38.9% | $6,342-14.1% |
| Admin fee / account holder | $5,477 | $10,035-45.4% | $6,876-20.3% | $12,315-55.5% |