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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 | $107,555 | $50,554+112.8% | $67,681+58.9% | $87,485+22.9% |
| Participation rate | 43.8% | 67.7%-24.0pp | 73.7%-30.0pp | 68.9%-25.2pp |
| Annual return | 14.28% | 17.81%-3.5pp | 590.58%-576.3pp | 26.06%-11.8pp |
| Employer contribution / active EE | $1,155 | $1,988-41.9% | $2,678-56.9% | $2,596-55.5% |
| Participant deferral / active EE | $3,863 | $2,961+30.4% | $3,976-2.8% | $4,274-9.6% |
| Admin fee / account holder | $1,225 | $4,132-70.4% | $6,100-79.9% | $7,775-84.2% |