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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 | $102,426 | $102,3820% | $147,005-30.3% | $80,874+26.6% |
| Participation rate | 48.6% | 75.8%-27.2pp | 82.2%-33.5pp | 67.6%-19.0pp |
| Annual return | 23.42% | 134.89%-111.5pp | 418.76%-395.3pp | 35.62%-12.2pp |
| Employer contribution / active EE | $1,817 | $3,715-51.1% | $4,934-63.2% | $2,756-34.1% |
| Participant deferral / active EE | $4,934 | $6,646-25.8% | $8,070-38.9% | $4,297+14.8% |
| Admin fee / account holder | $1,457 | $7,942-81.7% | $13,006-88.8% | $6,935-79.0% |