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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 | $117,685 | $45,900+156.4% | $94,057+25.1% | $64,340+82.9% |
| Participation rate | 64.1% | 50.6%+13.5pp | 73.3%-9.2pp | 55.2%+8.9pp |
| Annual return | 12.21% | 50.47%-38.3pp | 480.62%-468.4pp | 24.14%-11.9pp |
| Employer contribution / active EE | $817 | $1,612-49.3% | $2,933-72.1% | $1,862-56.1% |
| Participant deferral / active EE | $5,212 | $2,102+147.9% | $4,709+10.7% | $2,980+74.9% |
| Admin fee / account holder | $7,007 | $3,143+122.9% | $7,244-3.3% | $3,703+89.3% |