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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 | $178,126 | $81,276+119.2% | $155,574+14.5% | $80,925+120.1% |
| Participation rate | 51.7% | 66.2%-14.5pp | 78.2%-26.5pp | 67.7%-15.9pp |
| Annual return | 21.23% | 33.36%-12.1pp | 64.87%-43.6pp | 35.65%-14.4pp |
| Employer contribution / active EE | $3,315 | $3,103+6.8% | $4,676-29.1% | $2,756+20.3% |
| Participant deferral / active EE | $5,823 | $3,453+68.6% | $5,629+3.4% | $4,299+35.5% |
| Admin fee / account holder | $13,316 | $7,993+66.6% | $15,914-16.3% | $6,940+91.9% |