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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 | $155,545 | $70,366+121.1% | $66,674+133.3% | $138,895+12.0% |
| Participation rate | 37.5% | 76.2%-38.7pp | 73.7%-36.2pp | 79.9%-42.4pp |
| Annual return | 14.33% | 386.41%-372.1pp | 321.24%-306.9pp | 145.39%-131.1pp |
| Employer contribution / active EE | $724 | $2,765-73.8% | $2,620-72.4% | $4,194-82.7% |
| Participant deferral / active EE | $1,106 | $4,374-74.7% | $4,084-72.9% | $6,396-82.7% |
| Admin fee / account holder | $3,360 | $5,262-36.2% | $5,098-34.1% | $12,562-73.3% |