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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 | $227,643 | $95,453+138.5% | $112,040+103.2% | $82,448+176.1% |
| Participation rate | 47.9% | 72.8%-24.8pp | 76.5%-28.5pp | 68.1%-20.1pp |
| Annual return | 15.54% | 23.92%-8.4pp | 24.52%-9.0pp | 41.64%-26.1pp |
| Employer contribution / active EE | $2,540 | $2,318+9.6% | $2,954-14.0% | $2,551-0.4% |
| Participant deferral / active EE | $3,595 | $4,224-14.9% | $5,098-29.5% | $4,139-13.1% |
| Admin fee / account holder | $2,933 | $9,013-67.5% | $12,098-75.8% | $7,234-59.5% |