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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 | $137,151 | $74,661+83.7% | $160,784-14.7% | $67,986+101.7% |
| Participation rate | 40.4% | 57.1%-16.8pp | 77.0%-36.6pp | 57.2%-16.9pp |
| Annual return | 21.70% | 28.83%-7.1pp | 1803.92%-1782.2pp | 31.67%-10.0pp |
| Employer contribution / active EE | $1,971 | $1,829+7.8% | $3,733-47.2% | $2,019-2.4% |
| Participant deferral / active EE | $4,819 | $3,681+30.9% | $6,293-23.4% | $3,358+43.5% |
| Admin fee / account holder | $7,254 | $3,959+83.2% | $9,717-25.3% | $3,203+126.5% |