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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 | $136,768 | $51,638+164.9% | $68,368+100.0% | $82,448+65.9% |
| Participation rate | 47.9% | 63.6%-15.7pp | 73.8%-25.8pp | 68.1%-20.2pp |
| Annual return | 14.44% | 37.53%-23.1pp | 292.57%-278.1pp | 41.64%-27.2pp |
| Employer contribution / active EE | $2,176 | $2,047+6.3% | $2,649-17.9% | $2,551-14.7% |
| Participant deferral / active EE | $4,425 | $2,914+51.9% | $4,123+7.3% | $4,139+6.9% |
| Admin fee / account holder | $18,116 | $4,643+290.1% | $5,150+251.8% | $7,234+150.4% |