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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 | $81,278 | $103,949-21.8% | $69,182+17.5% | $273,972-70.3% |
| Participation rate | 37.5% | 67.4%-29.9pp | 55.1%-17.6pp | 83.0%-45.5pp |
| Annual return | 7.91% | 35.28%-27.4pp | -21.93%+29.8pp | 41.46%-33.5pp |
| Employer contribution / active EE | $3,602 | $1,783+102.0% | $1,206+198.6% | $4,869-26.0% |
| Participant deferral / active EE | $4,816 | $2,716+77.3% | $1,897+153.9% | $5,287-8.9% |
| Admin fee / account holder | $12,793 | $3,671+248.5% | $2,697+374.4% | $10,133+26.3% |