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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 | $112,376 | $78,690+42.8% | $161,489-30.4% | $87,485+28.5% |
| Participation rate | 66.7% | 67.5%-0.8pp | 78.7%-12.0pp | 68.9%-2.3pp |
| Annual return | 16.35% | 32.74%-16.4pp | 89.72%-73.4pp | 26.06%-9.7pp |
| Employer contribution / active EE | $1,337 | $2,588-48.4% | $4,268-68.7% | $2,596-48.5% |
| Participant deferral / active EE | $3,773 | $3,311+14.0% | $5,630-33.0% | $4,274-11.7% |
| Admin fee / account holder | $23,312 | $6,724+246.7% | $16,006+45.6% | $7,775+199.8% |