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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 | $141,435 | $53,127+166.2% | $86,587+63.3% | $70,131+101.7% |
| Participation rate | 39.4% | 65.3%-25.9pp | 73.5%-34.2pp | 69.5%-30.1pp |
| Annual return | 17.08% | 27.66%-10.6pp | 964.86%-947.8pp | 73.14%-56.1pp |
| Employer contribution / active EE | $972 | $2,068-53.0% | $2,839-65.8% | $2,342-58.5% |
| Participant deferral / active EE | $3,437 | $2,696+27.5% | $3,609-4.8% | $3,332+3.2% |
| Admin fee / account holder | $4,186 | $3,585+16.8% | $4,906-14.7% | $4,645-9.9% |