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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 | $170,665 | $80,674+111.5% | $119,126+43.3% | $64,340+165.3% |
| Participation rate | 13.7% | 55.2%-41.5pp | 75.8%-62.1pp | 55.2%-41.5pp |
| Annual return | 19.31% | 26.86%-7.6pp | 282.11%-262.8pp | 24.14%-4.8pp |
| Employer contribution / active EE | $850 | $2,564-66.9% | $4,034-78.9% | $1,862-54.4% |
| Participant deferral / active EE | $1,527 | $3,053-50.0% | $5,318-71.3% | $2,980-48.8% |
| Admin fee / account holder | $5,120 | $4,559+12.3% | $10,693-52.1% | $3,703+38.3% |