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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 | $96,492 | $81,334+18.6% | $113,397-14.9% | $64,097+50.5% |
| Participation rate | 34.2% | 65.6%-31.5pp | 76.5%-42.3pp | 55.2%-21.0pp |
| Annual return | 15.33% | 32.50%-17.2pp | 23.20%-7.9pp | 34.64%-19.3pp |
| Employer contribution / active EE | $1,024 | $2,077-50.7% | $2,977-65.6% | $1,891-45.9% |
| Participant deferral / active EE | $2,429 | $3,795-36.0% | $5,076-52.2% | $3,080-21.1% |
| Admin fee / account holder | $7,863 | $4,208+86.9% | $11,957-34.2% | $3,454+127.6% |