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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 | $113,357 | $73,988+53.2% | $96,538+17.4% | $75,177+50.8% |
| Participation rate | 41.7% | 66.4%-24.8pp | 74.3%-32.7pp | 67.2%-25.5pp |
| Annual return | 17.48% | 26.73%-9.2pp | 35.74%-18.3pp | 160.75%-143.3pp |
| Employer contribution / active EE | $1,677 | $2,930-42.8% | $3,740-55.2% | $2,671-37.2% |
| Participant deferral / active EE | $1,712 | $3,660-53.2% | $4,880-64.9% | $4,126-58.5% |
| Admin fee / account holder | $2,875 | $5,220-44.9% | $6,737-57.3% | $5,651-49.1% |