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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 | $107,001 | $57,752+85.3% | $112,273-4.7% | $71,511+49.6% |
| Participation rate | 53.8% | 58.8%-5.1pp | 72.4%-18.7pp | 67.9%-14.2pp |
| Annual return | 16.96% | 18.25%-1.3pp | 30.23%-13.3pp | 28.86%-11.9pp |
| Employer contribution / active EE | $1,656 | $1,912-13.4% | $3,431-51.7% | $2,589-36.1% |
| Participant deferral / active EE | $3,833 | $2,860+34.0% | $4,800-20.1% | $4,291-10.7% |
| Admin fee / account holder | $12,056 | $1,586+660.0% | $7,752+55.5% | $1,588+658.9% |