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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 | $201,024 | $96,731+107.8% | $123,973+62.2% | $86,983+131.1% |
| Participation rate | 38.5% | 70.0%-31.6pp | 76.7%-38.2pp | 69.5%-31.1pp |
| Annual return | 14.05% | 17.33%-3.3pp | 388.13%-374.1pp | 25.83%-11.8pp |
| Employer contribution / active EE | $2,031 | $3,297-38.4% | $4,126-50.8% | $2,584-21.4% |
| Participant deferral / active EE | $5,369 | $4,152+29.3% | $5,247+2.3% | $4,194+28.0% |
| Admin fee / account holder | $1,269 | $8,722-85.4% | $11,799-89.2% | $7,856-83.8% |