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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 | $111,490 | $81,504+36.8% | $102,437+8.8% | $80,959+37.7% |
| Participation rate | 35.1% | 66.9%-31.7pp | 74.5%-39.4pp | 67.7%-32.5pp |
| Annual return | 14.32% | 25.60%-11.3pp | 24.95%-10.6pp | 35.67%-21.3pp |
| Employer contribution / active EE | $1,846 | $3,104-40.5% | $3,871-52.3% | $2,757-33.0% |
| Participant deferral / active EE | $4,806 | $3,871+24.2% | $5,060-5.0% | $4,300+11.8% |
| Admin fee / account holder | $3,383 | $6,719-49.7% | $8,388-59.7% | $6,925-51.1% |