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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 | $245,691 | $73,988+232.1% | $96,538+154.5% | $75,177+226.8% |
| Participation rate | 32.0% | 66.4%-34.4pp | 74.3%-42.3pp | 67.2%-35.2pp |
| Annual return | 20.92% | 26.73%-5.8pp | 35.74%-14.8pp | 160.75%-139.8pp |
| Employer contribution / active EE | $885 | $2,930-69.8% | $3,740-76.3% | $2,671-66.9% |
| Participant deferral / active EE | $2,189 | $3,660-40.2% | $4,880-55.2% | $4,126-47.0% |
| Admin fee / account holder | $2,382 | $5,220-54.4% | $6,737-64.6% | $5,651-57.9% |