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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% | $184,200-41.3% | $80,874+33.8% |
| Participation rate | 58.0% | 83.9%-25.9pp | 86.8%-28.9pp | 67.6%-9.7pp |
| Annual return | 18.27% | 20.02%-1.7pp | 28.80%-10.5pp | 35.62%-17.3pp |
| Employer contribution / active EE | $7,657 | $4,849+57.9% | $6,424+19.2% | $2,756+177.9% |
| Participant deferral / active EE | $7,285 | $7,073+3.0% | $9,132-20.2% | $4,297+69.5% |
| Admin fee / account holder | $32,000 | $10,483+205.2% | $13,907+130.1% | $6,935+361.4% |