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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 | $142,549 | $58,311+144.5% | $81,882+74.1% | $80,959+76.1% |
| Participation rate | 21.4% | 63.5%-42.1pp | 72.4%-51.0pp | 67.7%-46.2pp |
| Annual return | 20.93% | 41.85%-20.9pp | 779.47%-758.5pp | 35.67%-14.7pp |
| Employer contribution / active EE | $1,041 | $2,347-55.6% | $2,916-64.3% | $2,757-62.2% |
| Participant deferral / active EE | $1,096 | $3,287-66.7% | $4,323-74.7% | $4,300-74.5% |
| Admin fee / account holder | $9,538 | $4,752+100.7% | $7,360+29.6% | $6,925+37.7% |