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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 | $111,815 | $48,327+131.4% | $67,575+65.5% | $80,935+38.2% |
| Participation rate | 58.9% | 66.4%-7.5pp | 72.9%-14.0pp | 67.7%-8.8pp |
| Annual return | 13.09% | 18.31%-5.2pp | 3528.98%-3515.9pp | 35.66%-22.6pp |
| Employer contribution / active EE | $3,002 | $2,022+48.4% | $2,736+9.7% | $2,757+8.9% |
| Participant deferral / active EE | $2,311 | $2,927-21.0% | $4,003-42.3% | $4,299-46.2% |
| Admin fee / account holder | $26,980 | $3,692+630.7% | $3,993+575.7% | $6,924+289.6% |