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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 | $156,719 | $106,923+46.6% | $84,023+86.5% | $152,909+2.5% |
| Participation rate | 20.0% | 75.3%-55.3pp | 69.0%-49.0pp | 82.5%-62.5pp |
| Annual return | 15.70% | 105.02%-89.3pp | 71.32%-55.6pp | 345.46%-329.8pp |
| Employer contribution / active EE | $1,474 | $2,735-46.1% | $1,984-25.7% | $4,764-69.1% |
| Participant deferral / active EE | $3,800 | $4,013-5.3% | $3,239+17.3% | $5,851-35.1% |
| Admin fee / account holder | $1,715 | $8,289-79.3% | $6,102-71.9% | $11,601-85.2% |