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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 | $97,545 | $76,407+27.7% | $150,298-35.1% | $82,448+18.3% |
| Participation rate | 44.0% | 66.4%-22.4pp | 77.8%-33.8pp | 68.1%-24.1pp |
| Annual return | 26.85% | 39.99%-13.1pp | 62.79%-35.9pp | 41.64%-14.8pp |
| Employer contribution / active EE | $1,056 | $2,614-59.6% | $4,154-74.6% | $2,551-58.6% |
| Participant deferral / active EE | $2,149 | $3,214-33.1% | $5,453-60.6% | $4,139-48.1% |
| Admin fee / account holder | $9,520 | $6,352+49.9% | $14,116-32.6% | $7,234+31.6% |