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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 | $111,036 | $86,949+27.7% | $102,460+8.4% | $80,959+37.2% |
| Participation rate | 42.9% | 72.4%-29.5pp | 76.5%-33.7pp | 67.7%-24.8pp |
| Annual return | 12.04% | 18.89%-6.9pp | 29.47%-17.4pp | 35.67%-23.6pp |
| Employer contribution / active EE | $1,268 | $2,370-46.5% | $3,025-58.1% | $2,757-54.0% |
| Participant deferral / active EE | $1,867 | $4,121-54.7% | $5,056-63.1% | $4,300-56.6% |
| Admin fee / account holder | $6,352 | $8,048-21.1% | $9,460-32.9% | $6,925-8.3% |