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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 | $118,168 | $47,479+148.9% | $62,929+87.8% | $82,448+43.3% |
| Participation rate | 54.1% | 66.9%-12.8pp | 73.1%-19.1pp | 68.1%-14.0pp |
| Annual return | 11.61% | 20.34%-8.7pp | 1063.93%-1052.3pp | 41.64%-30.0pp |
| Employer contribution / active EE | $1,610 | $1,885-14.6% | $2,505-35.7% | $2,551-36.9% |
| Participant deferral / active EE | $2,186 | $2,870-23.8% | $3,888-43.8% | $4,139-47.2% |
| Admin fee / account holder | $5,596 | $3,804+47.1% | $5,065+10.5% | $7,234-22.6% |