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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 | $152,473 | $57,140+166.8% | $85,240+78.9% | $80,959+88.3% |
| Participation rate | 22.2% | 56.4%-34.2pp | 67.5%-45.3pp | 67.7%-45.4pp |
| Annual return | 21.19% | 21.71%-0.5pp | 66.75%-45.6pp | 35.67%-14.5pp |
| Employer contribution / active EE | $484 | $1,802-73.1% | $2,735-82.3% | $2,757-82.4% |
| Participant deferral / active EE | $1,381 | $3,115-55.7% | $4,527-69.5% | $4,300-67.9% |
| Admin fee / account holder | $6,278 | $4,992+25.8% | $6,165+1.8% | $6,925-9.3% |