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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 | $106,432 | $63,809+66.8% | $81,353+30.8% | $80,935+31.5% |
| Participation rate | 50.7% | 63.9%-13.2pp | 69.5%-18.8pp | 67.7%-17.0pp |
| Annual return | 22.07% | 16.37%+5.7pp | 24.82%-2.8pp | 35.66%-13.6pp |
| Employer contribution / active EE | $1,355 | $1,981-31.6% | $2,464-45.0% | $2,757-50.8% |
| Participant deferral / active EE | $2,619 | $3,093-15.3% | $3,885-32.6% | $4,299-39.1% |
| Admin fee / account holder | $16,248 | $5,686+185.8% | $5,766+181.8% | $6,924+134.6% |