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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 | $124,224 | $61,125+103.2% | $94,057+32.1% | $87,485+42.0% |
| Participation rate | 18.5% | 64.1%-45.5pp | 73.3%-54.8pp | 68.9%-50.4pp |
| Annual return | 13.61% | 35.20%-21.6pp | 480.62%-467.0pp | 26.06%-12.4pp |
| Employer contribution / active EE | $366 | $2,136-82.8% | $2,933-87.5% | $2,596-85.9% |
| Participant deferral / active EE | $841 | $3,260-74.2% | $4,709-82.1% | $4,274-80.3% |
| Admin fee / account holder | $22,500 | $5,629+299.7% | $7,244+210.6% | $7,775+189.4% |