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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 | $75,541+34.2% | $152,093-33.3% | $82,637+22.7% |
| Participation rate | 32.0% | 66.5%-34.5pp | 77.8%-45.8pp | 68.1%-36.1pp |
| Annual return | 15.72% | 32.56%-16.8pp | 66.36%-50.6pp | 53.51%-37.8pp |
| Employer contribution / active EE | $776 | $2,622-70.4% | $4,175-81.4% | $2,552-69.6% |
| Participant deferral / active EE | $1,331 | $3,206-58.5% | $5,451-75.6% | $4,126-67.7% |
| Admin fee / account holder | $12,243 | $6,405+91.2% | $14,497-15.5% | $7,339+66.8% |