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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 | $215,172 | $110,629+94.5% | $80,784+166.4% | $167,553+28.4% |
| Participation rate | 21.1% | 64.0%-42.9pp | 54.2%-33.1pp | 82.1%-61.1pp |
| Annual return | 14.79% | 120.58%-105.8pp | 87.31%-72.5pp | 478.89%-464.1pp |
| Employer contribution / active EE | $762 | $1,543-50.6% | $1,160-34.3% | $4,840-84.3% |
| Participant deferral / active EE | $2,954 | $2,871+2.9% | $2,145+37.7% | $6,343-53.4% |
| Admin fee / account holder | $4,078 | $4,547-10.3% | $3,380+20.6% | $12,316-66.9% |