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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 | $155,286 | $106,524+45.8% | $152,301+2.0% | $87,485+77.5% |
| Participation rate | 57.1% | 75.8%-18.6pp | 82.4%-25.3pp | 68.9%-11.8pp |
| Annual return | 15.12% | 26.89%-11.8pp | 80.50%-65.4pp | 26.06%-10.9pp |
| Employer contribution / active EE | $2,115 | $3,371-37.3% | $4,624-54.3% | $2,596-18.5% |
| Participant deferral / active EE | $8,015 | $6,525+22.8% | $8,004+0.1% | $4,274+87.5% |
| Admin fee / account holder | $784 | $8,287-90.5% | $14,398-94.6% | $7,775-89.9% |