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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 | $119,759 | $76,407+56.7% | $150,298-20.3% | $82,448+45.3% |
| Participation rate | 31.8% | 66.4%-34.6pp | 77.8%-45.9pp | 68.1%-36.2pp |
| Annual return | 15.96% | 39.99%-24.0pp | 62.79%-46.8pp | 41.64%-25.7pp |
| Employer contribution / active EE | $817 | $2,614-68.8% | $4,154-80.3% | $2,551-68.0% |
| Participant deferral / active EE | $4,283 | $3,214+33.3% | $5,453-21.4% | $4,139+3.5% |
| Admin fee / account holder | $6,969 | $6,352+9.7% | $14,116-50.6% | $7,234-3.7% |