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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 | $226,035 | $174,018+29.9% | $136,833+65.2% | $198,609+13.8% |
| Participation rate | 33.3% | 65.1%-31.8pp | 59.0%-25.7pp | 82.4%-49.0pp |
| Annual return | 12.38% | 35.16%-22.8pp | 35.32%-22.9pp | 202.70%-190.3pp |
| Employer contribution / active EE | $675 | $1,571-57.1% | $1,319-48.8% | $5,055-86.7% |
| Participant deferral / active EE | $3,468 | $2,873+20.7% | $2,441+42.1% | $6,977-50.3% |
| Admin fee / account holder | $9,308 | $5,434+71.3% | $4,706+97.8% | $19,030-51.1% |