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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 | $109,695 | $48,327+127.0% | $67,575+62.3% | $80,935+35.5% |
| Participation rate | 40.0% | 66.4%-26.4pp | 72.9%-32.9pp | 67.7%-27.7pp |
| Annual return | 13.87% | 18.31%-4.4pp | 3528.98%-3515.1pp | 35.66%-21.8pp |
| Employer contribution / active EE | $1,784 | $2,022-11.8% | $2,736-34.8% | $2,757-35.3% |
| Participant deferral / active EE | $4,375 | $2,927+49.5% | $4,003+9.3% | $4,299+1.8% |
| Admin fee / account holder | $15,026 | $3,692+307.0% | $3,993+276.3% | $6,924+117.0% |