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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 | $115,029 | $96,731+18.9% | $123,973-7.2% | $86,983+32.2% |
| Participation rate | 53.7% | 70.0%-16.4pp | 76.7%-23.0pp | 69.5%-15.9pp |
| Annual return | 15.81% | 17.33%-1.5pp | 388.13%-372.3pp | 25.83%-10.0pp |
| Employer contribution / active EE | $1,914 | $3,297-42.0% | $4,126-53.6% | $2,584-26.0% |
| Participant deferral / active EE | $4,171 | $4,152+0.5% | $5,247-20.5% | $4,194-0.6% |
| Admin fee / account holder | $23,909 | $8,722+174.1% | $11,799+102.6% | $7,856+204.3% |