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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 | $123,802 | $93,346+32.6% | $71,796+72.4% | $273,972-54.8% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.1%-19.1pp | 83.0%-33.0pp |
| Annual return | 7.92% | 130.39%-122.5pp | 78.04%-70.1pp | 41.46%-33.5pp |
| Employer contribution / active EE | $1,275 | $2,733-53.4% | $1,924-33.8% | $4,869-73.8% |
| Participant deferral / active EE | $3,907 | $3,475+12.4% | $2,794+39.8% | $5,287-26.1% |
| Admin fee / account holder | $17,342 | $6,571+163.9% | $4,815+260.2% | $10,133+71.1% |