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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 | $81,492 | $52,467+55.3% | $57,196+42.5% | $55,167+47.7% |
| Participation rate | 50.3% | 75.8%-25.5pp | 75.3%-25.0pp | 69.0%-18.7pp |
| Annual return | 39.62% | 7.72%+31.9pp | 14.59%+25.0pp | 169.23%-129.6pp |
| Employer contribution / active EE | $1,763 | $2,477-28.9% | $2,683-34.3% | $1,963-10.2% |
| Participant deferral / active EE | $2,032 | $2,830-28.2% | $3,096-34.4% | $3,054-33.5% |
| Admin fee / account holder | $9,848 | $269+3560.0% | $3,141+213.6% | $504+1854.3% |