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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 | $131,196 | $58,311+125.0% | $81,882+60.2% | $80,959+62.1% |
| Participation rate | 34.0% | 63.5%-29.5pp | 72.4%-38.4pp | 67.7%-33.7pp |
| Annual return | 11.72% | 41.85%-30.1pp | 779.47%-767.8pp | 35.67%-24.0pp |
| Employer contribution / active EE | $2,120 | $2,347-9.7% | $2,916-27.3% | $2,757-23.1% |
| Participant deferral / active EE | $4,280 | $3,287+30.2% | $4,323-1.0% | $4,300-0.5% |
| Admin fee / account holder | $17,920 | $4,752+277.1% | $7,360+143.5% | $6,925+158.8% |