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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 | $103,880 | $46,732+122.3% | $156,551-33.6% | $55,167+88.3% |
| Participation rate | 51.0% | 65.8%-14.8pp | 84.0%-33.1pp | 69.0%-18.0pp |
| Annual return | 8.13% | 17.72%-9.6pp | 32.23%-24.1pp | 169.23%-161.1pp |
| Employer contribution / active EE | $2,477 | $2,105+17.7% | $5,501-55.0% | $1,963+26.2% |
| Participant deferral / active EE | $2,182 | $2,204-1.0% | $4,871-55.2% | $3,054-28.5% |
| Admin fee / account holder | $2,784 | $418+565.4% | $13,028-78.6% | $504+452.4% |