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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 | $157,523 | $98,240+60.3% | $82,313+91.4% | $147,585+6.7% |
| Participation rate | 37.5% | 79.7%-42.2pp | 76.9%-39.4pp | 82.8%-45.3pp |
| Annual return | 14.82% | 30.85%-16.0pp | 25.88%-11.1pp | 578.58%-563.8pp |
| Employer contribution / active EE | $1,259 | $3,192-60.6% | $2,428-48.2% | $4,876-74.2% |
| Participant deferral / active EE | $4,320 | $4,383-1.4% | $3,706+16.6% | $5,439-20.6% |
| Admin fee / account holder | $18,114 | $8,563+111.5% | $5,608+223.0% | $10,886+66.4% |