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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 | $112,143 | $48,053+133.4% | $84,637+32.5% | $72,976+53.7% |
| Participation rate | 51.4% | 57.6%-6.1pp | 68.2%-16.8pp | 69.5%-18.1pp |
| Annual return | 19.26% | 37.39%-18.1pp | 258.82%-239.6pp | 81.02%-61.8pp |
| Employer contribution / active EE | $1,413 | $1,602-11.8% | $2,653-46.8% | $2,440-42.1% |
| Participant deferral / active EE | $3,415 | $2,681+27.4% | $3,900-12.4% | $3,608-5.3% |
| Admin fee / account holder | $2,193 | $3,395-35.4% | $4,914-55.4% | $5,124-57.2% |