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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 | $117,307 | $89,259+31.4% | $107,187+9.4% | $82,637+42.0% |
| Participation rate | 48.6% | 67.9%-19.4pp | 75.0%-26.4pp | 68.1%-19.5pp |
| Annual return | 17.47% | 21.02%-3.6pp | 204.55%-187.1pp | 53.51%-36.0pp |
| Employer contribution / active EE | $1,381 | $3,080-55.2% | $3,782-63.5% | $2,552-45.9% |
| Participant deferral / active EE | $3,013 | $4,037-25.4% | $5,096-40.9% | $4,126-27.0% |
| Admin fee / account holder | $4,304 | $7,381-41.7% | $9,162-53.0% | $7,339-41.4% |