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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 | $222,169 | $103,393+114.9% | $87,103+155.1% | $152,909+45.3% |
| Participation rate | 62.5% | 79.4%-16.9pp | 76.9%-14.4pp | 82.5%-20.0pp |
| Annual return | 29.97% | 28.10%+1.9pp | 28.19%+1.8pp | 345.46%-315.5pp |
| Employer contribution / active EE | $1,170 | $3,221-63.7% | $2,521-53.6% | $4,764-75.4% |
| Participant deferral / active EE | $7,675 | $4,778+60.6% | $4,049+89.6% | $5,851+31.2% |
| Admin fee / account holder | $6,009 | $12,195-50.7% | $7,491-19.8% | $11,601-48.2% |