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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 | $29,667+368.9% | $56,441+146.5% | $80,874+72.0% |
| Participation rate | 48.3% | 41.7%+6.6pp | 52.5%-4.2pp | 67.6%-19.4pp |
| Annual return | 12.95% | 35.22%-22.3pp | 1704.21%-1691.3pp | 35.62%-22.7pp |
| Employer contribution / active EE | $1,394 | $669+108.2% | $1,039+34.1% | $2,756-49.4% |
| Participant deferral / active EE | $3,563 | $1,227+190.5% | $1,953+82.5% | $4,297-17.1% |
| Admin fee / account holder | $4,073 | $2,429+67.7% | $2,829+44.0% | $6,935-41.3% |