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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 | $102,823 | $89,259+15.2% | $107,187-4.1% | $82,637+24.4% |
| Participation rate | 60.0% | 67.9%-7.9pp | 75.0%-15.0pp | 68.1%-8.1pp |
| Annual return | 15.26% | 21.02%-5.8pp | 204.55%-189.3pp | 53.51%-38.3pp |
| Employer contribution / active EE | $2,500 | $3,080-18.8% | $3,782-33.9% | $2,552-2.0% |
| Participant deferral / active EE | $6,432 | $4,037+59.3% | $5,096+26.2% | $4,126+55.9% |
| Admin fee / account holder | $13,224 | $7,381+79.2% | $9,162+44.3% | $7,339+80.2% |