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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 | $114,718 | $51,642+122.1% | $129,384-11.3% | $80,935+41.7% |
| Participation rate | 38.6% | 56.9%-18.3pp | 69.6%-31.0pp | 67.7%-29.0pp |
| Annual return | 12.07% | 20.78%-8.7pp | 9461.77%-9449.7pp | 35.66%-23.6pp |
| Employer contribution / active EE | $1,484 | $1,583-6.3% | $4,153-64.3% | $2,757-46.2% |
| Participant deferral / active EE | $2,940 | $2,670+10.1% | $4,166-29.4% | $4,299-31.6% |
| Admin fee / account holder | $4,039 | $4,312-6.3% | $7,686-47.4% | $6,924-41.7% |