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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 | $111,872 | $48,284+131.7% | $67,524+65.7% | $80,911+38.3% |
| Participation rate | 58.6% | 66.4%-7.8pp | 72.9%-14.3pp | 67.6%-9.1pp |
| Annual return | 17.30% | 18.27%-1.0pp | 3519.41%-3502.1pp | 35.63%-18.3pp |
| Employer contribution / active EE | $1,724 | $2,021-14.7% | $2,734-36.9% | $2,756-37.4% |
| Participant deferral / active EE | $2,750 | $2,927-6.0% | $4,001-31.3% | $4,297-36.0% |
| Admin fee / account holder | $5,423 | $3,688+47.0% | $4,001+35.5% | $6,935-21.8% |