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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 | $126,014 | $100,147+25.8% | $81,286+55.0% | $145,877-13.6% |
| Participation rate | 36.4% | 74.2%-37.9pp | 69.5%-33.2pp | 80.3%-43.9pp |
| Annual return | 13.16% | 34.44%-21.3pp | 24.80%-11.6pp | 551.28%-538.1pp |
| Employer contribution / active EE | $526 | $2,977-82.3% | $2,463-78.7% | $4,663-88.7% |
| Participant deferral / active EE | $3,053 | $4,607-33.7% | $3,883-21.4% | $6,691-54.4% |
| Admin fee / account holder | $20,123 | $8,201+145.4% | $5,764+249.1% | $13,402+50.1% |