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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 | $103,762 | $51,736+100.6% | $120,225-13.7% | $67,986+52.6% |
| Participation rate | 56.9% | 46.1%+10.8pp | 69.6%-12.7pp | 57.2%-0.3pp |
| Annual return | 17.17% | 31.98%-14.8pp | 439.23%-422.1pp | 31.67%-14.5pp |
| Employer contribution / active EE | $984 | $1,071-8.2% | $3,475-71.7% | $2,019-51.3% |
| Participant deferral / active EE | $3,409 | $2,206+54.5% | $3,999-14.8% | $3,358+1.5% |
| Admin fee / account holder | $3,285 | $4,159-21.0% | $5,696-42.3% | $3,203+2.6% |