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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 | $109,860 | $109,782+0.1% | $260,467-57.8% | $94,015+16.9% |
| Participation rate | 53.3% | 67.2%-13.9pp | 80.5%-27.1pp | 70.8%-17.5pp |
| Annual return | 13.87% | 18.60%-4.7pp | 100.60%-86.7pp | 17.84%-4.0pp |
| Employer contribution / active EE | $2,445 | $2,147+13.9% | $4,239-42.3% | $2,790-12.4% |
| Participant deferral / active EE | $3,995 | $4,044-1.2% | $6,319-36.8% | $4,249-6.0% |
| Admin fee / account holder | $2,792 | $11,958-76.7% | $15,461-81.9% | $8,951-68.8% |