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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 | $48,011+162.6% | $63,803+97.6% | $82,637+52.6% |
| Participation rate | 53.5% | 66.6%-13.1pp | 72.7%-19.2pp | 68.1%-14.6pp |
| Annual return | 12.58% | 19.84%-7.3pp | 543.72%-531.1pp | 53.51%-40.9pp |
| Employer contribution / active EE | $1,578 | $1,904-17.1% | $2,532-37.7% | $2,552-38.2% |
| Participant deferral / active EE | $3,456 | $2,846+21.4% | $3,843-10.1% | $4,126-16.2% |
| Admin fee / account holder | $6,555 | $3,873+69.2% | $5,196+26.1% | $7,339-10.7% |