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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 | $162,680 | $61,338+165.2% | $149,717+8.7% | $71,495+127.5% |
| Participation rate | 44.0% | 62.5%-18.5pp | 78.8%-34.8pp | 67.9%-24.0pp |
| Annual return | 16.05% | 35.86%-19.8pp | 134.41%-118.4pp | 28.85%-12.8pp |
| Employer contribution / active EE | $1,024 | $2,381-57.0% | $4,820-78.8% | $2,589-60.5% |
| Participant deferral / active EE | $3,117 | $2,919+6.8% | $5,682-45.1% | $4,291-27.3% |
| Admin fee / account holder | $6,035 | $1,263+377.9% | $13,213-54.3% | $1,588+280.1% |