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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 | $99,698 | $46,599+113.9% | $64,101+55.5% | $75,173+32.6% |
| Participation rate | 50.7% | 65.9%-15.2pp | 72.3%-21.6pp | 67.2%-16.5pp |
| Annual return | 18.44% | 26.06%-7.6pp | 33.72%-15.3pp | 160.72%-142.3pp |
| Employer contribution / active EE | $2,406 | $1,975+21.8% | $2,749-12.4% | $2,671-9.9% |
| Participant deferral / active EE | $3,177 | $2,837+12.0% | $3,881-18.1% | $4,126-23.0% |
| Admin fee / account holder | $9,037 | $2,956+205.7% | $3,070+194.3% | $5,651+59.9% |