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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 | $101,386 | $76,407+32.7% | $150,298-32.5% | $82,448+23.0% |
| Participation rate | 32.0% | 66.4%-34.4pp | 77.8%-45.8pp | 68.1%-36.1pp |
| Annual return | 15.72% | 39.99%-24.3pp | 62.79%-47.1pp | 41.64%-25.9pp |
| Employer contribution / active EE | $776 | $2,614-70.3% | $4,154-81.3% | $2,551-69.6% |
| Participant deferral / active EE | $1,331 | $3,214-58.6% | $5,453-75.6% | $4,139-67.9% |
| Admin fee / account holder | $12,243 | $6,352+92.7% | $14,116-13.3% | $7,234+69.2% |