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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 | $81,276+25.1% | $155,574-34.6% | $80,925+25.6% |
| Participation rate | 40.0% | 66.2%-26.2pp | 78.2%-38.2pp | 67.7%-27.7pp |
| Annual return | 14.18% | 33.36%-19.2pp | 64.87%-50.7pp | 35.65%-21.5pp |
| Employer contribution / active EE | $6,101 | $3,103+96.6% | $4,676+30.5% | $2,756+121.3% |
| Participant deferral / active EE | $4,745 | $3,453+37.4% | $5,629-15.7% | $4,299+10.4% |
| Admin fee / account holder | $1,326 | $7,993-83.4% | $15,914-91.7% | $6,940-80.9% |