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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 | $139,112 | $29,733+367.9% | $56,025+148.3% | $80,959+71.8% |
| Participation rate | 48.3% | 41.7%+6.6pp | 52.5%-4.2pp | 67.7%-19.4pp |
| Annual return | 12.95% | 35.28%-22.3pp | 1712.69%-1699.7pp | 35.67%-22.7pp |
| Employer contribution / active EE | $1,394 | $672+107.5% | $1,042+33.8% | $2,757-49.5% |
| Participant deferral / active EE | $3,563 | $1,229+189.8% | $1,955+82.3% | $4,300-17.1% |
| Admin fee / account holder | $4,073 | $2,434+67.4% | $2,828+44.0% | $6,925-41.2% |