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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 | $104,158 | $48,570+114.4% | $130,660-20.3% | $72,976+42.7% |
| Participation rate | 37.9% | 58.6%-20.6pp | 71.7%-33.8pp | 69.5%-31.6pp |
| Annual return | 22.72% | 38.63%-15.9pp | 1709.29%-1686.6pp | 81.02%-58.3pp |
| Employer contribution / active EE | $895 | $1,334-32.9% | $4,092-78.1% | $2,440-63.3% |
| Participant deferral / active EE | $3,898 | $2,384+63.5% | $3,603+8.2% | $3,608+8.0% |
| Admin fee / account holder | $739 | $3,549-79.2% | $5,463-86.5% | $5,124-85.6% |