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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 | $103,393 | $81,276+27.2% | $155,574-33.5% | $80,925+27.8% |
| Participation rate | 57.7% | 66.2%-8.5pp | 78.2%-20.5pp | 67.7%-9.9pp |
| Annual return | 16.24% | 33.36%-17.1pp | 64.87%-48.6pp | 35.65%-19.4pp |
| Employer contribution / active EE | $1,725 | $3,103-44.4% | $4,676-63.1% | $2,756-37.4% |
| Participant deferral / active EE | $3,251 | $3,453-5.9% | $5,629-42.3% | $4,299-24.4% |
| Admin fee / account holder | $1,396 | $7,993-82.5% | $15,914-91.2% | $6,940-79.9% |