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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 | $98,611 | $96,731+1.9% | $123,973-20.5% | $86,983+13.4% |
| Participation rate | 48.1% | 70.0%-21.9pp | 76.7%-28.5pp | 69.5%-21.4pp |
| Annual return | 11.70% | 17.33%-5.6pp | 388.13%-376.4pp | 25.83%-14.1pp |
| Employer contribution / active EE | $1,863 | $3,297-43.5% | $4,126-54.8% | $2,584-27.9% |
| Participant deferral / active EE | $4,254 | $4,152+2.5% | $5,247-18.9% | $4,194+1.4% |
| Admin fee / account holder | $14,325 | $8,722+64.2% | $11,799+21.4% | $7,856+82.4% |