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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 | $94,439+139.3% | $73,658+206.9% | $154,746+46.1% |
| Participation rate | 33.3% | 64.7%-31.3pp | 57.0%-23.7pp | 80.7%-47.4pp |
| Annual return | 12.38% | 28.25%-15.9pp | 29.72%-17.3pp | 172.34%-160.0pp |
| Employer contribution / active EE | $675 | $1,257-46.3% | $1,032-34.6% | $4,379-84.6% |
| Participant deferral / active EE | $3,468 | $2,527+37.2% | $2,062+68.2% | $6,730-48.5% |
| Admin fee / account holder | $9,308 | $3,843+142.2% | $3,357+177.3% | $14,365-35.2% |