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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 | $242,707 | $96,643+151.1% | $86,617+180.2% | $139,456+74.0% |
| Participation rate | 47.4% | 74.4%-27.0pp | 71.7%-24.3pp | 80.3%-33.0pp |
| Annual return | 11.45% | 106.57%-95.1pp | 591.91%-580.5pp | 373.45%-362.0pp |
| Employer contribution / active EE | $1,132 | $3,264-65.3% | $3,023-62.6% | $4,753-76.2% |
| Participant deferral / active EE | $3,775 | $4,835-21.9% | $4,437-14.9% | $6,711-43.7% |
| Admin fee / account holder | $734 | $6,406-88.5% | $5,613-86.9% | $11,407-93.6% |