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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 | $149,800 | $99,652+50.3% | $78,778+90.2% | $147,586+1.5% |
| Participation rate | 47.1% | 76.2%-29.2pp | 69.2%-22.1pp | 82.8%-35.8pp |
| Annual return | 11.56% | 47.28%-35.7pp | 35.62%-24.1pp | 578.59%-567.0pp |
| Employer contribution / active EE | $790 | $2,796-71.7% | $1,986-60.2% | $4,876-83.8% |
| Participant deferral / active EE | $3,369 | $3,664-8.0% | $2,958+13.9% | $5,439-38.1% |
| Admin fee / account holder | $2,719 | $7,155-62.0% | $5,134-47.0% | $10,886-75.0% |