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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 | $110,174 | $64,311+71.3% | $57,356+92.1% | $125,389-12.1% |
| Participation rate | 65.0% | 78.6%-13.6pp | 75.1%-10.1pp | 83.2%-18.2pp |
| Annual return | 0.75% | 25.14%-24.4pp | 24.41%-23.7pp | 282.24%-281.5pp |
| Employer contribution / active EE | $2,042 | $3,193-36.0% | $2,689-24.1% | $4,866-58.0% |
| Participant deferral / active EE | $3,026 | $3,846-21.3% | $3,162-4.3% | $5,352-43.5% |
| Admin fee / account holder | $5,299 | $5,243+1.1% | $3,357+57.8% | $9,541-44.5% |