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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 | $121,492 | $65,084+86.7% | $67,681+79.5% | $64,340+88.8% |
| Participation rate | 50.5% | 66.7%-16.3pp | 73.7%-23.2pp | 55.2%-4.8pp |
| Annual return | 17.76% | 20.50%-2.7pp | 590.58%-572.8pp | 24.14%-6.4pp |
| Employer contribution / active EE | $1,133 | $2,398-52.7% | $2,678-57.7% | $1,862-39.1% |
| Participant deferral / active EE | $3,849 | $3,210+19.9% | $3,976-3.2% | $2,980+29.2% |
| Admin fee / account holder | $4,701 | $1,415+232.2% | $6,100-22.9% | $3,703+27.0% |