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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 | $113,612 | $70,430+61.3% | $96,572+17.6% | $85,851+32.3% |
| Participation rate | 55.1% | 61.8%-6.7pp | 69.8%-14.7pp | 69.3%-14.2pp |
| Annual return | 14.95% | 18.58%-3.6pp | 37.79%-22.8pp | 318.63%-303.7pp |
| Employer contribution / active EE | $1,233 | $1,413-12.7% | $2,357-47.7% | $2,565-51.9% |
| Participant deferral / active EE | $3,164 | $2,894+9.3% | $3,850-17.8% | $3,952-20.0% |
| Admin fee / account holder | $18,099 | $4,996+262.3% | $6,183+192.7% | $6,261+189.1% |