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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 | $111,826 | $99,345+12.6% | $84,753+31.9% | $273,972-59.2% |
| Participation rate | 50.0% | 80.7%-30.7pp | 76.6%-26.6pp | 83.0%-33.0pp |
| Annual return | 4.37% | 22.93%-18.6pp | 22.78%-18.4pp | 41.46%-37.1pp |
| Employer contribution / active EE | $824 | $4,214-80.5% | $3,574-77.0% | $4,869-83.1% |
| Participant deferral / active EE | $2,068 | $4,270-51.6% | $3,712-44.3% | $5,287-60.9% |
| Admin fee / account holder | $481 | $6,645-92.8% | $5,333-91.0% | $10,133-95.3% |