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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 | $118,857 | $58,311+103.8% | $81,882+45.2% | $80,959+46.8% |
| Participation rate | 44.1% | 63.5%-19.4pp | 72.4%-28.3pp | 67.7%-23.6pp |
| Annual return | 12.68% | 41.85%-29.2pp | 779.47%-766.8pp | 35.67%-23.0pp |
| Employer contribution / active EE | $1,213 | $2,347-48.3% | $2,916-58.4% | $2,757-56.0% |
| Participant deferral / active EE | $5,547 | $3,287+68.7% | $4,323+28.3% | $4,300+29.0% |
| Admin fee / account holder | $1,466 | $4,752-69.2% | $7,360-80.1% | $6,925-78.8% |