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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 | $154,425 | $49,239+213.6% | $70,462+119.2% | $79,858+93.4% |
| Participation rate | 61.2% | 69.2%-7.9pp | 75.1%-13.8pp | 69.6%-8.4pp |
| Annual return | 24.89% | 30.08%-5.2pp | 109.08%-84.2pp | 31.72%-6.8pp |
| Employer contribution / active EE | $2,236 | $2,100+6.5% | $2,737-18.3% | $2,471-9.5% |
| Participant deferral / active EE | $3,249 | $2,769+17.3% | $3,710-12.4% | $3,740-13.1% |
| Admin fee / account holder | $1,349 | $2,876-53.1% | $3,845-64.9% | $5,306-74.6% |