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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 | $154,262 | $154,2090% | $130,062+18.6% | $139,487+10.6% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.5%-18.5pp | 80.3%-20.3pp |
| Annual return | 12.61% | 32.52%-19.9pp | -137.37%+150.0pp | 373.84%-361.2pp |
| Employer contribution / active EE | $5,381 | $5,292+1.7% | $4,322+24.5% | $4,755+13.2% |
| Participant deferral / active EE | $10,590 | $6,709+57.8% | $5,821+81.9% | $6,713+57.8% |
| Admin fee / account holder | $4,446 | $13,988-68.2% | $10,601-58.1% | $11,407-61.0% |