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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 | $134,108 | $81,276+65.0% | $155,574-13.8% | $80,925+65.7% |
| Participation rate | 32.8% | 66.2%-33.5pp | 78.2%-45.5pp | 67.7%-34.9pp |
| Annual return | 16.59% | 33.36%-16.8pp | 64.87%-48.3pp | 35.65%-19.1pp |
| Employer contribution / active EE | $1,042 | $3,103-66.4% | $4,676-77.7% | $2,756-62.2% |
| Participant deferral / active EE | $2,577 | $3,453-25.4% | $5,629-54.2% | $4,299-40.1% |
| Admin fee / account holder | $3,108 | $7,993-61.1% | $15,914-80.5% | $6,940-55.2% |