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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 | $45,900+150.7% | $94,057+22.3% | $64,340+78.8% |
| Participation rate | 21.3% | 50.6%-29.3pp | 73.3%-52.0pp | 55.2%-33.9pp |
| Annual return | 17.33% | 50.47%-33.1pp | 480.62%-463.3pp | 24.14%-6.8pp |
| Employer contribution / active EE | $632 | $1,612-60.8% | $2,933-78.4% | $1,862-66.0% |
| Participant deferral / active EE | $1,232 | $2,102-41.4% | $4,709-73.8% | $2,980-58.7% |
| Admin fee / account holder | $4,015 | $3,143+27.7% | $7,244-44.6% | $3,703+8.4% |