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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 | $185,253 | $76,564+142.0% | $105,582+75.5% | $94,015+97.0% |
| Participation rate | 61.9% | 65.2%-3.3pp | 71.8%-9.9pp | 70.8%-8.9pp |
| Annual return | 15.15% | 20.69%-5.5pp | 18.61%-3.5pp | 17.84%-2.7pp |
| Employer contribution / active EE | $833 | $1,995-58.2% | $2,984-72.1% | $2,790-70.1% |
| Participant deferral / active EE | $1,814 | $3,320-45.4% | $4,353-58.3% | $4,249-57.3% |
| Admin fee / account holder | $11,774 | $7,129+65.2% | $12,856-8.4% | $8,951+31.5% |