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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 | $69,118+227.0% | $53,647+321.3% | $138,895+62.7% |
| Participation rate | 33.3% | 64.0%-30.6pp | 56.3%-22.9pp | 79.9%-46.6pp |
| Annual return | 12.38% | 248.26%-235.9pp | 358.33%-346.0pp | 145.39%-133.0pp |
| Employer contribution / active EE | $675 | $1,189-43.3% | $962-29.9% | $4,194-83.9% |
| Participant deferral / active EE | $3,468 | $2,274+52.5% | $1,813+91.3% | $6,396-45.8% |
| Admin fee / account holder | $9,308 | $2,724+241.7% | $2,460+278.4% | $12,562-25.9% |