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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 | $107,056 | $81,487+31.4% | $102,412+4.5% | $80,935+32.3% |
| Participation rate | 35.4% | 66.8%-31.4pp | 74.5%-39.1pp | 67.7%-32.2pp |
| Annual return | 11.56% | 25.60%-14.0pp | 24.94%-13.4pp | 35.66%-24.1pp |
| Employer contribution / active EE | $1,541 | $3,103-50.3% | $3,870-60.2% | $2,757-44.1% |
| Participant deferral / active EE | $2,240 | $3,871-42.1% | $5,060-55.7% | $4,299-47.9% |
| Admin fee / account holder | $8,103 | $6,717+20.6% | $8,388-3.4% | $6,924+17.0% |