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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 | $175,452 | $90,486+93.9% | $78,676+123.0% | $273,972-36.0% |
| Participation rate | 58.3% | 76.5%-18.2pp | 73.6%-15.2pp | 83.0%-24.7pp |
| Annual return | 39.21% | 75.62%-36.4pp | 62.19%-23.0pp | 41.46%-2.2pp |
| Employer contribution / active EE | $2,196 | $3,175-30.8% | $2,850-22.9% | $4,869-54.9% |
| Participant deferral / active EE | $6,610 | $3,901+69.4% | $3,517+88.0% | $5,287+25.0% |
| Admin fee / account holder | $2,612 | $5,263-50.4% | $4,510-42.1% | $10,133-74.2% |