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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 | $126,076 | $55,457+127.3% | $77,361+63.0% | $94,015+34.1% |
| Participation rate | 53.5% | 69.8%-16.3pp | 75.0%-21.5pp | 70.8%-17.3pp |
| Annual return | 12.58% | 15.57%-3.0pp | 1011.54%-999.0pp | 17.84%-5.3pp |
| Employer contribution / active EE | $1,578 | $2,255-30.0% | $2,990-47.2% | $2,790-43.5% |
| Participant deferral / active EE | $3,456 | $3,069+12.6% | $3,911-11.6% | $4,249-18.7% |
| Admin fee / account holder | $6,555 | $4,334+51.3% | $5,894+11.2% | $8,951-26.8% |