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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 | $117,540 | $102,547+14.6% | $78,210+50.3% | $147,585-20.4% |
| Participation rate | 21.1% | 74.4%-53.4pp | 68.7%-47.7pp | 82.8%-61.8pp |
| Annual return | 12.24% | 51.08%-38.8pp | 40.90%-28.7pp | 578.57%-566.3pp |
| Employer contribution / active EE | $562 | $2,617-78.5% | $2,034-72.4% | $4,876-88.5% |
| Participant deferral / active EE | $1,439 | $3,481-58.6% | $2,823-49.0% | $5,439-73.5% |
| Admin fee / account holder | $1,556 | $5,059-69.2% | $3,758-58.6% | $10,885-85.7% |