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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 | $100,499 | $73,532+36.7% | $178,540-43.7% | $74,459+35.0% |
| Participation rate | 45.4% | 66.6%-21.2pp | 77.1%-31.7pp | 67.2%-21.8pp |
| Annual return | 14.04% | 17.51%-3.5pp | 27.15%-13.1pp | 1369.70%-1355.7pp |
| Employer contribution / active EE | $2,197 | $2,221-1.1% | $3,953-44.4% | $2,626-16.3% |
| Participant deferral / active EE | $5,564 | $4,519+23.1% | $6,281-11.4% | $4,350+27.9% |
| Admin fee / account holder | $7,686 | $1,813+324.1% | $10,424-26.3% | $1,945+295.2% |