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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 | $81,823 | $46,534+75.8% | $64,097+27.7% | $75,177+8.8% |
| Participation rate | 47.6% | 65.9%-18.3pp | 72.3%-24.7pp | 67.2%-19.6pp |
| Annual return | 18.79% | 26.07%-7.3pp | 33.75%-15.0pp | 160.75%-142.0pp |
| Employer contribution / active EE | $3,156 | $1,976+59.7% | $2,750+14.8% | $2,671+18.2% |
| Participant deferral / active EE | $4,601 | $2,835+62.3% | $3,881+18.5% | $4,126+11.5% |
| Admin fee / account holder | $8,736 | $2,957+195.5% | $3,070+184.6% | $5,651+54.6% |