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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 | $118,762 | $52,581+125.9% | $130,788-9.2% | $64,340+84.6% |
| Participation rate | 45.9% | 46.5%-0.6pp | 70.1%-24.2pp | 55.2%-9.3pp |
| Annual return | 14.37% | 20.39%-6.0pp | 386.44%-372.1pp | 24.14%-9.8pp |
| Employer contribution / active EE | $3,377 | $1,031+227.6% | $3,558-5.1% | $1,862+81.4% |
| Participant deferral / active EE | $1,744 | $2,200-20.7% | $4,137-57.8% | $2,980-41.5% |
| Admin fee / account holder | $7,095 | $4,583+54.8% | $6,673+6.3% | $3,703+91.6% |