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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 | $110,579 | $65,027+70.1% | $90,970+21.6% | $79,852+38.5% |
| Participation rate | 46.4% | 61.6%-15.2pp | 69.0%-22.6pp | 69.6%-23.2pp |
| Annual return | 13.54% | 30.45%-16.9pp | 134.58%-121.0pp | 31.72%-18.2pp |
| Employer contribution / active EE | $1,307 | $1,247+4.8% | $2,122-38.4% | $2,471-47.1% |
| Participant deferral / active EE | $2,571 | $2,512+2.4% | $3,373-23.8% | $3,740-31.3% |
| Admin fee / account holder | $796 | $4,535-82.5% | $5,960-86.7% | $5,306-85.0% |