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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 | $73,940+232.3% | $96,496+154.6% | $75,173+226.8% |
| Participation rate | 32.0% | 66.4%-34.4pp | 74.3%-42.3pp | 67.2%-35.2pp |
| Annual return | 20.92% | 26.71%-5.8pp | 35.70%-14.8pp | 160.65%-139.7pp |
| Employer contribution / active EE | $885 | $2,929-69.8% | $3,738-76.3% | $2,670-66.9% |
| Participant deferral / active EE | $2,189 | $3,659-40.2% | $4,879-55.1% | $4,126-46.9% |
| Admin fee / account holder | $2,382 | $5,216-54.3% | $6,731-64.6% | $5,651-57.9% |