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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 | $114,613 | $29,670+286.3% | $56,054+104.5% | $80,911+41.7% |
| Participation rate | 30.0% | 41.7%-11.7pp | 52.5%-22.5pp | 67.6%-37.6pp |
| Annual return | 16.27% | 35.24%-19.0pp | 1705.95%-1689.7pp | 35.63%-19.4pp |
| Employer contribution / active EE | $1,048 | $670+56.5% | $1,039+0.9% | $2,756-62.0% |
| Participant deferral / active EE | $2,138 | $1,227+74.3% | $1,952+9.5% | $4,297-50.2% |
| Admin fee / account holder | $2,070 | $2,431-14.8% | $2,822-26.7% | $6,935-70.2% |