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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 | $113,068 | $58,311+93.9% | $81,882+38.1% | $80,959+39.7% |
| Participation rate | 30.1% | 63.5%-33.3pp | 72.4%-42.3pp | 67.7%-37.5pp |
| Annual return | 11.74% | 41.85%-30.1pp | 779.47%-767.7pp | 35.67%-23.9pp |
| Employer contribution / active EE | $1,154 | $2,347-50.8% | $2,916-60.4% | $2,757-58.2% |
| Participant deferral / active EE | $2,602 | $3,287-20.8% | $4,323-39.8% | $4,300-39.5% |
| Admin fee / account holder | $5,018 | $4,752+5.6% | $7,360-31.8% | $6,925-27.5% |