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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 | $116,992 | $81,476+43.6% | $102,383+14.3% | $80,925+44.6% |
| Participation rate | 43.2% | 66.8%-23.7pp | 74.5%-31.3pp | 67.7%-24.5pp |
| Annual return | 13.66% | 25.59%-11.9pp | 24.94%-11.3pp | 35.65%-22.0pp |
| Employer contribution / active EE | $1,849 | $3,105-40.4% | $3,870-52.2% | $2,756-32.9% |
| Participant deferral / active EE | $6,265 | $3,871+61.8% | $5,060+23.8% | $4,299+45.7% |
| Admin fee / account holder | $10,968 | $6,717+63.3% | $8,391+30.7% | $6,940+58.0% |