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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 | $83,818 | $65,246+28.5% | $98,716-15.1% | $67,986+23.3% |
| Participation rate | 31.8% | 51.4%-19.7pp | 69.3%-37.5pp | 57.2%-25.4pp |
| Annual return | 23.81% | 20.58%+3.2pp | 31.81%-8.0pp | 31.67%-7.9pp |
| Employer contribution / active EE | $1,008 | $1,042-3.3% | $2,279-55.8% | $2,019-50.1% |
| Participant deferral / active EE | $2,053 | $2,594-20.9% | $4,048-49.3% | $3,358-38.9% |
| Admin fee / account holder | $11,922 | $4,561+161.4% | $8,703+37.0% | $3,203+272.2% |