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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 | $97,289+90.1% | $92,805+99.3% | $155,188+19.2% |
| Participation rate | 42.9% | 84.2%-41.3pp | 83.5%-40.7pp | 80.8%-37.9pp |
| Annual return | 15.17% | 29.03%-13.9pp | 31.59%-16.4pp | 148.84%-133.7pp |
| Employer contribution / active EE | $2,877 | $3,632-20.8% | $3,424-16.0% | $4,248-32.3% |
| Participant deferral / active EE | $3,468 | $8,795-60.6% | $8,448-58.9% | $6,531-46.9% |
| Admin fee / account holder | $37,319 | $12,015+210.6% | $10,911+242.0% | $14,480+157.7% |