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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 | $122,267 | $108,882+12.3% | $96,754+26.4% | $154,746-21.0% |
| Participation rate | 46.2% | 75.1%-28.9pp | 70.3%-24.1pp | 80.7%-34.5pp |
| Annual return | 21.47% | 98.39%-76.9pp | 82.04%-60.6pp | 172.34%-150.9pp |
| Employer contribution / active EE | $1,306 | $3,018-56.7% | $2,679-51.3% | $4,379-70.2% |
| Participant deferral / active EE | $7,310 | $5,323+37.3% | $4,758+53.6% | $6,730+8.6% |
| Admin fee / account holder | $3,147 | $10,200-69.1% | $8,905-64.7% | $14,365-78.1% |