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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 | $102,009 | $67,602+50.9% | $82,312+23.9% | $70,126+45.5% |
| Participation rate | 57.1% | 72.8%-15.6pp | 76.9%-19.8pp | 69.5%-12.4pp |
| Annual return | 15.45% | 21.57%-6.1pp | 25.88%-10.4pp | 73.15%-57.7pp |
| Employer contribution / active EE | $1,196 | $1,755-31.9% | $2,428-50.8% | $2,343-49.0% |
| Participant deferral / active EE | $2,525 | $2,987-15.5% | $3,706-31.9% | $3,332-24.2% |
| Admin fee / account holder | $11,119 | $4,512+146.5% | $5,608+98.3% | $4,645+139.4% |