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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 | $114,837 | $49,896+130.1% | $80,627+42.4% | $75,173+52.8% |
| Participation rate | 36.4% | 55.3%-19.0pp | 67.0%-30.6pp | 67.2%-30.8pp |
| Annual return | 23.97% | 34.67%-10.7pp | 936.76%-912.8pp | 160.72%-136.8pp |
| Employer contribution / active EE | $823 | $1,699-51.5% | $2,723-69.8% | $2,671-69.2% |
| Participant deferral / active EE | $2,422 | $2,992-19.0% | $4,443-45.5% | $4,126-41.3% |
| Admin fee / account holder | $1,815 | $3,578-49.3% | $5,381-66.3% | $5,651-67.9% |