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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 | $138,393-21.8% | $184,256-41.3% | $80,959+33.6% |
| Participation rate | 58.0% | 83.9%-25.9pp | 86.8%-28.9pp | 67.7%-9.7pp |
| Annual return | 18.27% | 20.01%-1.7pp | 28.85%-10.6pp | 35.67%-17.4pp |
| Employer contribution / active EE | $7,657 | $4,847+58.0% | $6,427+19.1% | $2,757+177.7% |
| Participant deferral / active EE | $7,285 | $7,076+3.0% | $9,133-20.2% | $4,300+69.4% |
| Admin fee / account holder | $32,000 | $10,489+205.1% | $13,899+130.2% | $6,925+362.1% |