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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 | $81,504+43.5% | $102,437+14.2% | $80,959+44.5% |
| Participation rate | 43.2% | 66.9%-23.7pp | 74.5%-31.3pp | 67.7%-24.5pp |
| Annual return | 13.66% | 25.60%-11.9pp | 24.95%-11.3pp | 35.67%-22.0pp |
| Employer contribution / active EE | $1,849 | $3,104-40.4% | $3,871-52.2% | $2,757-32.9% |
| Participant deferral / active EE | $6,265 | $3,871+61.8% | $5,060+23.8% | $4,300+45.7% |
| Admin fee / account holder | $10,968 | $6,719+63.2% | $8,388+30.8% | $6,925+58.4% |