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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 | $153,599 | $81,664+88.1% | $70,476+117.9% | $158,966-3.4% |
| Participation rate | 40.0% | 77.7%-37.7pp | 75.1%-35.1pp | 82.0%-42.0pp |
| Annual return | 14.00% | 208.59%-194.6pp | 109.12%-95.1pp | 302.95%-288.9pp |
| Employer contribution / active EE | $1,291 | $3,219-59.9% | $2,738-52.9% | $4,762-72.9% |
| Participant deferral / active EE | $3,423 | $4,556-24.9% | $3,710-7.7% | $5,983-42.8% |
| Admin fee / account holder | $28,738 | $6,197+363.7% | $3,847+647.0% | $11,250+155.4% |