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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 | $106,048 | $101,798+4.2% | $165,071-35.8% | $80,935+31.0% |
| Participation rate | 40.6% | 71.8%-31.2pp | 78.6%-38.0pp | 67.7%-27.0pp |
| Annual return | 11.00% | 16.73%-5.7pp | 70.17%-59.2pp | 35.66%-24.7pp |
| Employer contribution / active EE | $1,488 | $2,954-49.6% | $4,347-65.8% | $2,757-46.0% |
| Participant deferral / active EE | $3,265 | $4,476-27.1% | $6,035-45.9% | $4,299-24.1% |
| Admin fee / account holder | $15,925 | $8,221+93.7% | $12,695+25.4% | $6,924+130.0% |