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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 | $236,086 | $64,359+266.8% | $90,161+161.9% | $70,126+236.7% |
| Participation rate | 43.4% | 70.4%-27.0pp | 76.9%-33.5pp | 69.5%-26.1pp |
| Annual return | 15.20% | 28.13%-12.9pp | 34.89%-19.7pp | 73.15%-57.9pp |
| Employer contribution / active EE | $1,432 | $2,046-30.0% | $3,318-56.8% | $2,343-38.9% |
| Participant deferral / active EE | $2,751 | $4,389-37.3% | $5,287-48.0% | $3,332-17.4% |
| Admin fee / account holder | $3,023 | $3,945-23.4% | $5,943-49.1% | $4,645-34.9% |