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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 | $141,994 | $89,367+58.9% | $141,191+0.6% | $72,975+94.6% |
| Participation rate | 63.0% | 75.1%-12.2pp | 82.5%-19.5pp | 69.5%-6.5pp |
| Annual return | 21.66% | 111.87%-90.2pp | 71.41%-49.7pp | 81.01%-59.4pp |
| Employer contribution / active EE | $1,265 | $3,115-59.4% | $4,736-73.3% | $2,440-48.2% |
| Participant deferral / active EE | $3,609 | $5,419-33.4% | $6,710-46.2% | $3,6080% |
| Admin fee / account holder | $1,152 | $5,957-80.7% | $10,264-88.8% | $5,124-77.5% |