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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 | $183,001 | $107,733+69.9% | $92,985+96.8% | $154,746+18.3% |
| Participation rate | 50.0% | 74.6%-24.6pp | 69.5%-19.5pp | 80.7%-30.7pp |
| Annual return | 9.45% | 30.39%-20.9pp | 27.99%-18.5pp | 172.34%-162.9pp |
| Employer contribution / active EE | $1,644 | $3,126-47.4% | $2,662-38.3% | $4,379-62.5% |
| Participant deferral / active EE | $4,516 | $5,053-10.6% | $4,377+3.2% | $6,730-32.9% |
| Admin fee / account holder | $40,402 | $11,369+255.4% | $9,463+326.9% | $14,365+181.2% |