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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 | $142,597 | $63,346+125.1% | $92,240+54.6% | $70,126+103.3% |
| Participation rate | 27.1% | 68.7%-41.6pp | 76.5%-49.4pp | 69.5%-42.5pp |
| Annual return | 18.35% | 530.19%-511.8pp | 176.29%-157.9pp | 73.15%-54.8pp |
| Employer contribution / active EE | $1,089 | $2,471-55.9% | $3,680-70.4% | $2,343-53.5% |
| Participant deferral / active EE | $2,854 | $2,8540% | $3,897-26.8% | $3,332-14.3% |
| Admin fee / account holder | $542 | $3,841-85.9% | $5,194-89.6% | $4,645-88.3% |