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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 | $96,731+47.7% | $123,973+15.2% | $86,983+64.2% |
| Participation rate | 54.3% | 70.0%-15.7pp | 76.7%-22.4pp | 69.5%-15.3pp |
| Annual return | 16.91% | 17.33%-0.4pp | 388.13%-371.2pp | 25.83%-8.9pp |
| Employer contribution / active EE | $2,050 | $3,297-37.8% | $4,126-50.3% | $2,584-20.7% |
| Participant deferral / active EE | $4,309 | $4,152+3.8% | $5,247-17.9% | $4,194+2.7% |
| Admin fee / account holder | $3,511 | $8,722-59.8% | $11,799-70.2% | $7,856-55.3% |