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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 | $102,092 | $81,476+25.3% | $102,383-0.3% | $80,925+26.2% |
| Participation rate | 51.9% | 66.8%-15.0pp | 74.5%-22.7pp | 67.7%-15.8pp |
| Annual return | 11.22% | 25.59%-14.4pp | 24.94%-13.7pp | 35.65%-24.4pp |
| Employer contribution / active EE | $1,069 | $3,105-65.6% | $3,870-72.4% | $2,756-61.2% |
| Participant deferral / active EE | $2,483 | $3,871-35.9% | $5,060-50.9% | $4,299-42.2% |
| Admin fee / account holder | $16,825 | $6,717+150.5% | $8,391+100.5% | $6,940+142.4% |