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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 | $98,854 | $80,332+23.1% | $107,187-7.8% | $64,097+54.2% |
| Participation rate | 39.2% | 54.4%-15.2pp | 75.0%-35.8pp | 55.2%-16.0pp |
| Annual return | 15.84% | 24.26%-8.4pp | 204.55%-188.7pp | 34.64%-18.8pp |
| Employer contribution / active EE | $765 | $2,501-69.4% | $3,782-79.8% | $1,891-59.6% |
| Participant deferral / active EE | $3,047 | $3,109-2.0% | $5,096-40.2% | $3,080-1.1% |
| Admin fee / account holder | $6,354 | $4,314+47.3% | $9,162-30.7% | $3,454+83.9% |