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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 | $101,470 | $74,535+36.1% | $100,712+0.8% | $82,637+22.8% |
| Participation rate | 45.9% | 61.2%-15.2pp | 69.3%-23.3pp | 68.1%-22.1pp |
| Annual return | 25.83% | 18.92%+6.9pp | 33.27%-7.4pp | 53.51%-27.7pp |
| Employer contribution / active EE | $1,054 | $1,503-29.8% | $2,313-54.4% | $2,552-58.7% |
| Participant deferral / active EE | $2,415 | $3,074-21.4% | $4,085-40.9% | $4,126-41.5% |
| Admin fee / account holder | $770 | $6,576-88.3% | $9,256-91.7% | $7,339-89.5% |