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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 | $124,362 | $48,078+158.7% | $78,676+58.1% | $62,881+97.8% |
| Participation rate | 39.4% | 65.2%-25.8pp | 73.6%-34.2pp | 69.3%-29.9pp |
| Annual return | 18.02% | 31.36%-13.3pp | 62.19%-44.2pp | 20.14%-2.1pp |
| Employer contribution / active EE | $946 | $2,015-53.0% | $2,850-66.8% | $2,281-58.5% |
| Participant deferral / active EE | $3,596 | $2,587+39.0% | $3,517+2.2% | $3,203+12.3% |
| Admin fee / account holder | $1,959 | $3,206-38.9% | $4,510-56.6% | $4,296-54.4% |