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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 | $184,971 | $100,970+83.2% | $96,576+91.5% | $137,256+34.8% |
| Participation rate | 42.9% | 82.6%-39.8pp | 81.4%-38.6pp | 80.0%-37.1pp |
| Annual return | 15.17% | 38.16%-23.0pp | 38.47%-23.3pp | 220.34%-205.2pp |
| Employer contribution / active EE | $2,877 | $3,809-24.5% | $3,553-19.0% | $4,156-30.8% |
| Participant deferral / active EE | $3,468 | $8,286-58.1% | $7,956-56.4% | $6,407-45.9% |
| Admin fee / account holder | $37,319 | $11,312+229.9% | $11,381+227.9% | $12,270+204.1% |