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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 | $47,479+165.5% | $62,929+100.3% | $82,448+52.9% |
| Participation rate | 53.5% | 66.9%-13.4pp | 73.1%-19.6pp | 68.1%-14.6pp |
| Annual return | 12.58% | 20.34%-7.8pp | 1063.93%-1051.3pp | 41.64%-29.1pp |
| Employer contribution / active EE | $1,578 | $1,885-16.3% | $2,505-37.0% | $2,551-38.2% |
| Participant deferral / active EE | $3,456 | $2,870+20.4% | $3,888-11.1% | $4,139-16.5% |
| Admin fee / account holder | $6,555 | $3,804+72.3% | $5,065+29.4% | $7,234-9.4% |