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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 | $124,980+96.6% | $108,359+126.8% | $154,746+58.8% |
| Participation rate | 62.5% | 75.2%-12.7pp | 70.1%-7.6pp | 80.7%-18.2pp |
| Annual return | 9.24% | 45.00%-35.8pp | 36.89%-27.7pp | 172.34%-163.1pp |
| Employer contribution / active EE | $2,215 | $2,851-22.3% | $2,399-7.7% | $4,379-49.4% |
| Participant deferral / active EE | $8,835 | $4,743+86.3% | $4,137+113.6% | $6,730+31.3% |
| Admin fee / account holder | $2,013 | $11,502-82.5% | $9,741-79.3% | $14,365-86.0% |