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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 | $248,973 | $105,929+135.0% | $81,716+204.7% | $158,966+56.6% |
| Participation rate | 33.3% | 75.6%-42.3pp | 72.0%-38.7pp | 82.0%-48.6pp |
| Annual return | 32.95% | 38.19%-5.2pp | 29.49%+3.5pp | 302.95%-270.0pp |
| Employer contribution / active EE | $2,778 | $7,802-64.4% | $4,310-35.6% | $4,762-41.7% |
| Participant deferral / active EE | $2,243 | $13,007-82.8% | $7,108-68.4% | $5,983-62.5% |
| Admin fee / account holder | $9,015 | $8,492+6.2% | $5,159+74.7% | $11,250-19.9% |