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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 | $210,268 | $115,225+82.5% | $100,712+108.8% | $138,895+51.4% |
| Participation rate | 35.7% | 74.3%-38.6pp | 69.3%-33.6pp | 79.9%-44.2pp |
| Annual return | 11.36% | 40.35%-29.0pp | 33.27%-21.9pp | 145.39%-134.0pp |
| Employer contribution / active EE | $936 | $2,771-66.2% | $2,313-59.5% | $4,194-77.7% |
| Participant deferral / active EE | $4,236 | $4,699-9.9% | $4,085+3.7% | $6,396-33.8% |
| Admin fee / account holder | $42,297 | $10,844+290.1% | $9,256+357.0% | $12,562+236.7% |