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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 | $101,674 | $81,358+25.0% | $155,556-34.6% | $80,959+25.6% |
| Participation rate | 40.0% | 66.3%-26.3pp | 78.2%-38.2pp | 67.7%-27.7pp |
| Annual return | 14.18% | 33.39%-19.2pp | 64.84%-50.7pp | 35.67%-21.5pp |
| Employer contribution / active EE | $6,101 | $3,106+96.4% | $4,675+30.5% | $2,757+121.3% |
| Participant deferral / active EE | $4,745 | $3,455+37.3% | $5,631-15.7% | $4,300+10.3% |
| Admin fee / account holder | $1,326 | $7,994-83.4% | $15,885-91.7% | $6,925-80.9% |