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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 | $102,162 | $72,027+41.8% | $185,835-45.0% | $79,852+27.9% |
| Participation rate | 37.8% | 65.8%-28.0pp | 78.0%-40.3pp | 69.6%-31.9pp |
| Annual return | 104.36% | 23.13%+81.2pp | 35.96%+68.4pp | 31.72%+72.6pp |
| Employer contribution / active EE | $1,611 | $1,965-18.0% | $4,087-60.6% | $2,471-34.8% |
| Participant deferral / active EE | $3,328 | $3,780-12.0% | $5,633-40.9% | $3,740-11.0% |
| Admin fee / account holder | $745 | $4,513-83.5% | $9,502-92.2% | $5,306-86.0% |