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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 | $200,016 | $76,407+161.8% | $150,298+33.1% | $82,448+142.6% |
| Participation rate | 36.0% | 66.4%-30.4pp | 77.8%-41.8pp | 68.1%-32.1pp |
| Annual return | 19.29% | 39.99%-20.7pp | 62.79%-43.5pp | 41.64%-22.4pp |
| Employer contribution / active EE | $2,804 | $2,614+7.3% | $4,154-32.5% | $2,551+9.9% |
| Participant deferral / active EE | $5,069 | $3,214+57.7% | $5,453-7.0% | $4,139+22.5% |
| Admin fee / account holder | $367 | $6,352-94.2% | $14,116-97.4% | $7,234-94.9% |