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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 | $119,872 | $45,050+166.1% | $63,018+90.2% | $70,126+70.9% |
| Participation rate | 57.5% | 69.5%-12.0pp | 74.8%-17.3pp | 69.5%-12.0pp |
| Annual return | 85.65% | 18.76%+66.9pp | 87.62%-2.0pp | 73.15%+12.5pp |
| Employer contribution / active EE | $1,122 | $2,052-45.3% | $2,761-59.4% | $2,343-52.1% |
| Participant deferral / active EE | $1,694 | $2,466-31.3% | $3,330-49.1% | $3,332-49.2% |
| Admin fee / account holder | $624 | $2,834-78.0% | $3,601-82.7% | $4,645-86.6% |