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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 | $139,422 | $96,508+44.5% | $75,901+83.7% | $152,897-8.8% |
| Participation rate | 57.1% | 76.2%-19.1pp | 69.3%-12.1pp | 82.5%-25.3pp |
| Annual return | 15.33% | 33.99%-18.7pp | 30.76%-15.4pp | 345.43%-330.1pp |
| Employer contribution / active EE | $1,323 | $3,310-60.0% | $2,501-47.1% | $4,764-72.2% |
| Participant deferral / active EE | $2,207 | $4,554-51.5% | $3,603-38.7% | $5,851-62.3% |
| Admin fee / account holder | $1,627 | $8,081-79.9% | $5,420-70.0% | $11,599-86.0% |