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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 | $133,317 | $103,393+28.9% | $87,103+53.1% | $152,909-12.8% |
| Participation rate | 55.6% | 79.4%-23.8pp | 76.9%-21.3pp | 82.5%-26.9pp |
| Annual return | 17.66% | 28.10%-10.4pp | 28.19%-10.5pp | 345.46%-327.8pp |
| Employer contribution / active EE | $1,900 | $3,221-41.0% | $2,521-24.7% | $4,764-60.1% |
| Participant deferral / active EE | $4,176 | $4,778-12.6% | $4,049+3.1% | $5,851-28.6% |
| Admin fee / account holder | $2,998 | $12,195-75.4% | $7,491-60.0% | $11,601-74.2% |