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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 | $138,032 | $102,422+34.8% | $147,117-6.2% | $80,959+70.5% |
| Participation rate | 60.0% | 75.9%-15.9pp | 82.2%-22.2pp | 67.7%-7.7pp |
| Annual return | 12.97% | 135.16%-122.2pp | 420.54%-407.6pp | 35.67%-22.7pp |
| Employer contribution / active EE | $2,980 | $3,717-19.8% | $4,932-39.6% | $2,757+8.1% |
| Participant deferral / active EE | $8,381 | $6,652+26.0% | $8,065+3.9% | $4,300+94.9% |
| Admin fee / account holder | $6,076 | $7,953-23.6% | $12,993-53.2% | $6,925-12.3% |