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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 | $182,300 | $45,343+302.1% | $150,298+21.3% | $67,986+168.1% |
| Participation rate | 45.8% | 51.9%-6.1pp | 77.8%-32.0pp | 57.2%-11.4pp |
| Annual return | 15.07% | 33.28%-18.2pp | 62.79%-47.7pp | 31.67%-16.6pp |
| Employer contribution / active EE | $999 | $1,462-31.7% | $4,154-76.0% | $2,019-50.5% |
| Participant deferral / active EE | $3,095 | $2,055+50.6% | $5,453-43.2% | $3,358-7.8% |
| Admin fee / account holder | $4,825 | $2,250+114.4% | $14,116-65.8% | $3,203+50.6% |