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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 | $146,074 | $85,766+70.3% | $136,298+7.2% | $70,126+108.3% |
| Participation rate | 56.7% | 74.2%-17.5pp | 81.9%-25.2pp | 69.5%-12.8pp |
| Annual return | 17.54% | 31.46%-13.9pp | 5156.27%-5138.7pp | 73.15%-55.6pp |
| Employer contribution / active EE | $1,191 | $2,966-59.8% | $4,696-74.6% | $2,343-49.1% |
| Participant deferral / active EE | $2,733 | $5,051-45.9% | $6,247-56.2% | $3,332-18.0% |
| Admin fee / account holder | $2,634 | $5,421-51.4% | $9,244-71.5% | $4,645-43.3% |