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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 | $193,176 | $77,908+148.0% | $149,696+29.0% | $75,173+157.0% |
| Participation rate | 65.3% | 65.6%-0.3pp | 78.8%-13.5pp | 67.2%-1.9pp |
| Annual return | 14.03% | 31.73%-17.7pp | 134.46%-120.4pp | 160.72%-146.7pp |
| Employer contribution / active EE | $1,009 | $3,138-67.9% | $4,821-79.1% | $2,671-62.2% |
| Participant deferral / active EE | $1,245 | $3,411-63.5% | $5,682-78.1% | $4,126-69.8% |
| Admin fee / account holder | $2,959 | $5,950-50.3% | $13,212-77.6% | $5,651-47.6% |