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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 | $110,906 | $70,430+57.5% | $96,572+14.8% | $85,851+29.2% |
| Participation rate | 50.7% | 61.8%-11.1pp | 69.8%-19.1pp | 69.3%-18.6pp |
| Annual return | 15.73% | 18.58%-2.8pp | 37.79%-22.1pp | 318.63%-302.9pp |
| Employer contribution / active EE | $1,540 | $1,413+9.0% | $2,357-34.7% | $2,565-40.0% |
| Participant deferral / active EE | $2,557 | $2,894-11.7% | $3,850-33.6% | $3,952-35.3% |
| Admin fee / account holder | $2,639 | $4,996-47.2% | $6,183-57.3% | $6,261-57.8% |