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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 | $95,581 | $64,705+47.7% | $62,929+51.9% | $67,986+40.6% |
| Participation rate | 31.2% | 65.6%-34.4pp | 73.1%-41.9pp | 57.2%-26.0pp |
| Annual return | 14.23% | 20.31%-6.1pp | 1063.93%-1049.7pp | 31.67%-17.4pp |
| Employer contribution / active EE | $1,839 | $2,376-22.6% | $2,505-26.6% | $2,019-8.9% |
| Participant deferral / active EE | $1,394 | $3,198-56.4% | $3,888-64.2% | $3,358-58.5% |
| Admin fee / account holder | $3,497 | $1,428+144.9% | $5,065-30.9% | $3,203+9.2% |