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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 | $64,705+87.8% | $62,929+93.1% | $67,986+78.7% |
| Participation rate | 50.5% | 65.6%-15.1pp | 73.1%-22.6pp | 57.2%-6.7pp |
| Annual return | 17.76% | 20.31%-2.5pp | 1063.93%-1046.2pp | 31.67%-13.9pp |
| Employer contribution / active EE | $1,133 | $2,376-52.3% | $2,505-54.7% | $2,019-43.9% |
| Participant deferral / active EE | $3,849 | $3,198+20.4% | $3,888-1.0% | $3,358+14.6% |
| Admin fee / account holder | $4,701 | $1,428+229.2% | $5,065-7.2% | $3,203+46.8% |