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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 | $100,037 | $98,760+1.3% | $149,715-33.2% | $79,858+25.3% |
| Participation rate | 42.1% | 75.8%-33.7pp | 82.5%-40.4pp | 69.6%-27.5pp |
| Annual return | 13.33% | 27.43%-14.1pp | 276.66%-263.3pp | 31.72%-18.4pp |
| Employer contribution / active EE | $988 | $3,217-69.3% | $4,645-78.7% | $2,471-60.0% |
| Participant deferral / active EE | $2,407 | $5,681-57.6% | $6,842-64.8% | $3,740-35.6% |
| Admin fee / account holder | $3,362 | $6,053-44.5% | $9,310-63.9% | $5,306-36.6% |