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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 | $118,168 | $50,554+133.7% | $67,681+74.6% | $87,485+35.1% |
| Participation rate | 54.1% | 67.7%-13.7pp | 73.7%-19.7pp | 68.9%-14.9pp |
| Annual return | 11.61% | 17.81%-6.2pp | 590.58%-579.0pp | 26.06%-14.4pp |
| Employer contribution / active EE | $1,610 | $1,988-19.0% | $2,678-39.9% | $2,596-38.0% |
| Participant deferral / active EE | $2,186 | $2,961-26.2% | $3,976-45.0% | $4,274-48.8% |
| Admin fee / account holder | $5,596 | $4,132+35.4% | $6,100-8.3% | $7,775-28.0% |