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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 | $92,961 | $69,118+34.5% | $53,647+73.3% | $138,895-33.1% |
| Participation rate | 55.6% | 64.0%-8.4pp | 56.3%-0.7pp | 79.9%-24.4pp |
| Annual return | 18.19% | 248.26%-230.1pp | 358.33%-340.1pp | 145.39%-127.2pp |
| Employer contribution / active EE | $2,158 | $1,189+81.4% | $962+124.3% | $4,194-48.6% |
| Participant deferral / active EE | $2,931 | $2,274+28.9% | $1,813+61.6% | $6,396-54.2% |
| Admin fee / account holder | $4,969 | $2,724+82.4% | $2,460+102.0% | $12,562-60.4% |