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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 | $140,613 | $67,823+107.3% | $52,425+168.2% | $137,256+2.4% |
| Participation rate | 27.8% | 63.9%-36.1pp | 55.6%-27.8pp | 80.0%-52.2pp |
| Annual return | 14.96% | 219.11%-204.2pp | 302.12%-287.2pp | 220.34%-205.4pp |
| Employer contribution / active EE | $351 | $1,163-69.8% | $914-61.6% | $4,156-91.6% |
| Participant deferral / active EE | $3,698 | $2,288+61.6% | $1,790+106.5% | $6,407-42.3% |
| Admin fee / account holder | $1,187 | $2,844-58.3% | $2,495-52.4% | $12,270-90.3% |