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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 | $115,295 | $102,385+12.6% | $147,080-21.6% | $80,935+42.5% |
| Participation rate | 51.1% | 75.9%-24.8pp | 82.2%-31.1pp | 67.7%-16.6pp |
| Annual return | 15.66% | 135.09%-119.4pp | 420.17%-404.5pp | 35.66%-20.0pp |
| Employer contribution / active EE | $1,528 | $3,717-58.9% | $4,933-69.0% | $2,757-44.6% |
| Participant deferral / active EE | $3,873 | $6,651-41.8% | $8,066-52.0% | $4,299-9.9% |
| Admin fee / account holder | $6,097 | $7,951-23.3% | $12,989-53.1% | $6,924-12.0% |