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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 | $50,554+149.4% | $67,681+86.3% | $87,485+44.1% |
| Participation rate | 53.5% | 67.7%-14.2pp | 73.7%-20.2pp | 68.9%-15.4pp |
| Annual return | 12.58% | 17.81%-5.2pp | 590.58%-578.0pp | 26.06%-13.5pp |
| Employer contribution / active EE | $1,578 | $1,988-20.7% | $2,678-41.1% | $2,596-39.2% |
| Participant deferral / active EE | $3,456 | $2,961+16.7% | $3,976-13.1% | $4,274-19.1% |
| Admin fee / account holder | $6,555 | $4,132+58.6% | $6,100+7.5% | $7,775-15.7% |