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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 | $48,277+151.9% | $67,511+80.1% | $80,874+50.3% |
| Participation rate | 50.9% | 66.4%-15.4pp | 72.9%-21.9pp | 67.6%-16.7pp |
| Annual return | 18.75% | 18.27%+0.5pp | 3517.41%-3498.7pp | 35.62%-16.9pp |
| Employer contribution / active EE | $1,530 | $2,021-24.3% | $2,733-44.0% | $2,756-44.5% |
| Participant deferral / active EE | $3,022 | $2,926+3.3% | $4,000-24.5% | $4,297-29.7% |
| Admin fee / account holder | $1,150 | $3,687-68.8% | $3,999-71.2% | $6,935-83.4% |