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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 | $115,060 | $47,105+144.3% | $68,368+68.3% | $67,986+69.2% |
| Participation rate | 21.3% | 51.8%-30.5pp | 73.8%-52.4pp | 57.2%-35.9pp |
| Annual return | 17.33% | 48.37%-31.0pp | 292.57%-275.2pp | 31.67%-14.3pp |
| Employer contribution / active EE | $632 | $1,859-66.0% | $2,649-76.1% | $2,019-68.7% |
| Participant deferral / active EE | $1,232 | $2,374-48.1% | $4,123-70.1% | $3,358-63.3% |
| Admin fee / account holder | $4,015 | $2,435+64.9% | $5,150-22.0% | $3,203+25.4% |