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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 | $108,187 | $138,385-21.8% | $184,243-41.3% | $80,925+33.7% |
| Participation rate | 58.0% | 83.9%-25.9pp | 86.8%-28.9pp | 67.7%-9.7pp |
| Annual return | 18.27% | 20.02%-1.7pp | 28.82%-10.5pp | 35.65%-17.4pp |
| Employer contribution / active EE | $7,657 | $4,851+57.9% | $6,427+19.1% | $2,756+177.8% |
| Participant deferral / active EE | $7,285 | $7,075+3.0% | $9,132-20.2% | $4,299+69.5% |
| Admin fee / account holder | $32,000 | $10,489+205.1% | $13,914+130.0% | $6,940+361.1% |