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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 | $101,156 | $98,776+2.4% | $149,745-32.4% | $79,856+26.7% |
| Participation rate | 50.9% | 75.8%-24.8pp | 82.5%-31.5pp | 69.6%-18.7pp |
| Annual return | 13.41% | 27.38%-14.0pp | 276.72%-263.3pp | 31.71%-18.3pp |
| Employer contribution / active EE | $1,450 | $3,217-54.9% | $4,646-68.8% | $2,471-41.3% |
| Participant deferral / active EE | $3,425 | $5,681-39.7% | $6,843-49.9% | $3,741-8.4% |
| Admin fee / account holder | $5,536 | $6,053-8.5% | $9,312-40.6% | $5,306+4.3% |