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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 | $173,735 | $117,846+47.4% | $102,434+69.6% | $145,884+19.1% |
| Participation rate | 60.0% | 78.6%-18.6pp | 76.5%-16.5pp | 80.3%-20.3pp |
| Annual return | 12.77% | 31.90%-19.1pp | 29.46%-16.7pp | 551.85%-539.1pp |
| Employer contribution / active EE | $2,271 | $3,615-37.2% | $3,023-24.9% | $4,662-51.3% |
| Participant deferral / active EE | $5,073 | $5,733-11.5% | $5,055+0.4% | $6,690-24.2% |
| Admin fee / account holder | $2,338 | $13,356-82.5% | $9,462-75.3% | $13,392-82.5% |