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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 | $48,337+123.0% | $67,560+59.5% | $80,959+33.1% |
| Participation rate | 43.8% | 66.4%-22.7pp | 72.9%-29.2pp | 67.7%-23.9pp |
| Annual return | 15.91% | 18.26%-2.4pp | 3533.50%-3517.6pp | 35.67%-19.8pp |
| Employer contribution / active EE | $1,942 | $2,023-4.0% | $2,737-29.0% | $2,757-29.6% |
| Participant deferral / active EE | $2,525 | $2,928-13.8% | $4,004-36.9% | $4,300-41.3% |
| Admin fee / account holder | $7,356 | $3,695+99.1% | $3,994+84.2% | $6,925+6.2% |