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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 | $245,765 | $156,616+56.9% | $133,346+84.3% | $198,609+23.7% |
| Participation rate | 62.5% | 77.7%-15.2pp | 72.8%-10.3pp | 82.4%-19.9pp |
| Annual return | 9.24% | 44.25%-35.0pp | 36.85%-27.6pp | 202.70%-193.5pp |
| Employer contribution / active EE | $2,215 | $3,368-34.2% | $2,853-22.4% | $5,055-56.2% |
| Participant deferral / active EE | $8,835 | $4,920+79.6% | $4,332+103.9% | $6,977+26.6% |
| Admin fee / account holder | $2,013 | $17,468-88.5% | $14,264-85.9% | $19,030-89.4% |