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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 | $121,590 | $48,337+151.5% | $67,560+80.0% | $80,959+50.2% |
| Participation rate | 50.9% | 66.4%-15.5pp | 72.9%-22.0pp | 67.7%-16.7pp |
| Annual return | 18.75% | 18.26%+0.5pp | 3533.50%-3514.7pp | 35.67%-16.9pp |
| Employer contribution / active EE | $1,530 | $2,023-24.4% | $2,737-44.1% | $2,757-44.5% |
| Participant deferral / active EE | $3,022 | $2,928+3.2% | $4,004-24.5% | $4,300-29.7% |
| Admin fee / account holder | $1,150 | $3,695-68.9% | $3,994-71.2% | $6,925-83.4% |