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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 | $143,570 | $93,346+53.8% | $71,796+100.0% | $273,972-47.6% |
| Participation rate | 53.8% | 76.5%-22.7pp | 69.1%-15.3pp | 83.0%-29.2pp |
| Annual return | 3.64% | 130.39%-126.7pp | 78.04%-74.4pp | 41.46%-37.8pp |
| Employer contribution / active EE | $4,615 | $2,733+68.9% | $1,924+139.8% | $4,869-5.2% |
| Participant deferral / active EE | $3,958 | $3,475+13.9% | $2,794+41.6% | $5,287-25.1% |
| Admin fee / account holder | $11,205 | $6,571+70.5% | $4,815+132.7% | $10,133+10.6% |