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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 | $100,238 | $108,825-7.9% | $156,181-35.8% | $82,448+21.6% |
| Participation rate | 61.4% | 72.4%-11.0pp | 78.8%-17.4pp | 68.1%-6.7pp |
| Annual return | 0.00% | 20.59%-20.6pp | 64.87%-64.9pp | 41.64%-41.6pp |
| Employer contribution / active EE | $1,722 | $2,870-40.0% | $4,294-59.9% | $2,551-32.5% |
| Participant deferral / active EE | $2,855 | $4,577-37.6% | $6,132-53.4% | $4,139-31.0% |
| Admin fee / account holder | $5,699 | $9,341-39.0% | $14,586-60.9% | $7,234-21.2% |