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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 | $124,111 | $52,353+137.1% | $120,225+3.2% | $82,448+50.5% |
| Participation rate | 25.0% | 58.3%-33.3pp | 69.6%-44.6pp | 68.1%-43.1pp |
| Annual return | 15.47% | 61.85%-46.4pp | 439.23%-423.8pp | 41.64%-26.2pp |
| Employer contribution / active EE | $960 | $1,510-36.4% | $3,475-72.4% | $2,551-62.4% |
| Participant deferral / active EE | $1,967 | $2,627-25.1% | $3,999-50.8% | $4,139-52.5% |
| Admin fee / account holder | $3,288 | $4,363-24.6% | $5,696-42.3% | $7,234-54.6% |