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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 | $146,884 | $53,128+176.5% | $86,582+69.6% | $70,126+109.5% |
| Participation rate | 52.4% | 65.3%-12.9pp | 73.5%-21.2pp | 69.5%-17.2pp |
| Annual return | 13.91% | 27.66%-13.8pp | 965.08%-951.2pp | 73.15%-59.2pp |
| Employer contribution / active EE | $4,709 | $2,068+127.7% | $2,839+65.8% | $2,343+101.0% |
| Participant deferral / active EE | $4,039 | $2,695+49.9% | $3,609+11.9% | $3,332+21.2% |
| Admin fee / account holder | $2,361 | $3,584-34.1% | $4,904-51.9% | $4,645-49.2% |