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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 | $126,093 | $93,057+35.5% | $153,500-17.9% | $80,925+55.8% |
| Participation rate | 5.3% | 69.0%-63.7pp | 77.1%-71.8pp | 67.7%-62.4pp |
| Annual return | 21.23% | 19.96%+1.3pp | 15.70%+5.5pp | 35.65%-14.4pp |
| Employer contribution / active EE | $2,526 | $3,507-28.0% | $5,039-49.9% | $2,756-8.3% |
| Participant deferral / active EE | $3,121 | $5,179-39.7% | $6,756-53.8% | $4,299-27.4% |
| Admin fee / account holder | $39,118 | $8,885+340.3% | $12,736+207.1% | $6,940+463.6% |