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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 | $211,961 | $111,814+89.6% | $103,378+105.0% | $145,978+45.2% |
| Participation rate | 25.0% | 77.9%-52.9pp | 74.5%-49.5pp | 80.3%-55.3pp |
| Annual return | 15.88% | 24.80%-8.9pp | 24.91%-9.0pp | 550.52%-534.6pp |
| Employer contribution / active EE | $1,067 | $4,215-74.7% | $3,870-72.4% | $4,662-77.1% |
| Participant deferral / active EE | $5,436 | $5,618-3.2% | $5,058+7.5% | $6,690-18.7% |
| Admin fee / account holder | $1,972 | $9,764-79.8% | $8,401-76.5% | $13,400-85.3% |