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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 | $107,790 | $48,314+123.1% | $67,561+59.5% | $80,925+33.2% |
| Participation rate | 43.8% | 66.4%-22.6pp | 72.9%-29.2pp | 67.7%-23.9pp |
| Annual return | 15.91% | 18.28%-2.4pp | 3525.44%-3509.5pp | 35.65%-19.7pp |
| Employer contribution / active EE | $1,942 | $2,022-3.9% | $2,735-29.0% | $2,756-29.5% |
| Participant deferral / active EE | $2,525 | $2,927-13.7% | $4,003-36.9% | $4,299-41.3% |
| Admin fee / account holder | $7,356 | $3,690+99.4% | $4,006+83.6% | $6,940+6.0% |