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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 | $139,555 | $54,757+154.9% | $90,300+54.5% | $72,983+91.2% |
| Participation rate | 42.6% | 65.1%-22.6pp | 73.3%-30.7pp | 69.5%-26.9pp |
| Annual return | 18.67% | 30.63%-12.0pp | 78.11%-59.4pp | 81.01%-62.3pp |
| Employer contribution / active EE | $1,651 | $2,092-21.1% | $2,854-42.1% | $2,440-32.3% |
| Participant deferral / active EE | $3,383 | $2,887+17.2% | $3,884-12.9% | $3,608-6.2% |
| Admin fee / account holder | $11,297 | $3,972+184.4% | $5,353+111.0% | $5,124+120.5% |