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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 | $115,820 | $89,259+29.8% | $107,187+8.1% | $82,637+40.2% |
| Participation rate | 48.0% | 67.9%-19.9pp | 75.0%-27.0pp | 68.1%-20.1pp |
| Annual return | 19.11% | 21.02%-1.9pp | 204.55%-185.4pp | 53.51%-34.4pp |
| Employer contribution / active EE | $2,617 | $3,080-15.0% | $3,782-30.8% | $2,552+2.5% |
| Participant deferral / active EE | $3,497 | $4,037-13.4% | $5,096-31.4% | $4,126-15.3% |
| Admin fee / account holder | $1,219 | $7,381-83.5% | $9,162-86.7% | $7,339-83.4% |