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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 | $121,574 | $59,456+104.5% | $93,669+29.8% | $74,429+63.3% |
| Participation rate | 35.9% | 59.6%-23.8pp | 68.7%-32.8pp | 67.2%-31.3pp |
| Annual return | 12.09% | 82.00%-69.9pp | 133.59%-121.5pp | 1368.38%-1356.3pp |
| Employer contribution / active EE | $1,464 | $1,266+15.6% | $2,424-39.6% | $2,625-44.2% |
| Participant deferral / active EE | $2,114 | $3,052-30.7% | $4,416-52.1% | $4,348-51.4% |
| Admin fee / account holder | $6,359 | $3,026+110.2% | $8,291-23.3% | $1,944+227.1% |