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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 | $164,132 | $101,618+61.5% | $93,063+76.4% | $137,256+19.6% |
| Participation rate | 57.1% | 74.9%-17.8pp | 72.1%-15.0pp | 80.0%-22.8pp |
| Annual return | 14.31% | 223.95%-209.6pp | 34.15%-19.8pp | 220.34%-206.0pp |
| Employer contribution / active EE | $763 | $2,707-71.8% | $2,476-69.2% | $4,156-81.6% |
| Participant deferral / active EE | $3,942 | $4,279-7.9% | $3,958-0.4% | $6,407-38.5% |
| Admin fee / account holder | $4,910 | $6,198-20.8% | $6,033-18.6% | $12,270-60.0% |