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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 | $142,824 | $105,284+35.7% | $150,734-5.2% | $94,015+51.9% |
| Participation rate | 54.3% | 71.7%-17.4pp | 78.4%-24.2pp | 70.8%-16.5pp |
| Annual return | 16.91% | 15.67%+1.2pp | 600.81%-583.9pp | 17.84%-0.9pp |
| Employer contribution / active EE | $2,050 | $3,599-43.0% | $4,918-58.3% | $2,790-26.5% |
| Participant deferral / active EE | $4,309 | $4,274+0.8% | $5,610-23.2% | $4,249+1.4% |
| Admin fee / account holder | $3,511 | $9,839-64.3% | $14,905-76.4% | $8,951-60.8% |