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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 | $101,507 | $102,422-0.9% | $147,117-31.0% | $80,959+25.4% |
| Participation rate | 28.1% | 75.9%-47.7pp | 82.2%-54.1pp | 67.7%-39.5pp |
| Annual return | 12.05% | 135.16%-123.1pp | 420.54%-408.5pp | 35.67%-23.6pp |
| Employer contribution / active EE | $1,025 | $3,717-72.4% | $4,932-79.2% | $2,757-62.8% |
| Participant deferral / active EE | $3,144 | $6,652-52.7% | $8,065-61.0% | $4,300-26.9% |
| Admin fee / account holder | $2,095 | $7,953-73.7% | $12,993-83.9% | $6,925-69.7% |