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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 | $102,609+80.3% | $98,090+88.6% | $138,895+33.2% |
| Participation rate | 42.9% | 82.8%-39.9pp | 81.5%-38.7pp | 79.9%-37.1pp |
| Annual return | 15.17% | 36.44%-21.3pp | 37.05%-21.9pp | 145.39%-130.2pp |
| Employer contribution / active EE | $2,877 | $3,867-25.6% | $3,606-20.2% | $4,194-31.4% |
| Participant deferral / active EE | $3,468 | $8,167-57.5% | $7,845-55.8% | $6,396-45.8% |
| Admin fee / account holder | $37,319 | $11,434+226.4% | $11,815+215.9% | $12,562+197.1% |