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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 | $170,456 | $81,504+109.1% | $102,437+66.4% | $80,959+110.5% |
| Participation rate | 53.5% | 66.9%-13.4pp | 74.5%-21.0pp | 67.7%-14.2pp |
| Annual return | 11.06% | 25.60%-14.5pp | 24.95%-13.9pp | 35.67%-24.6pp |
| Employer contribution / active EE | $1,266 | $3,104-59.2% | $3,871-67.3% | $2,757-54.1% |
| Participant deferral / active EE | $5,866 | $3,871+51.5% | $5,060+15.9% | $4,300+36.4% |
| Admin fee / account holder | $13,396 | $6,719+99.4% | $8,388+59.7% | $6,925+93.4% |