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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 | $209,928 | $106,923+96.3% | $84,023+149.8% | $152,909+37.3% |
| Participation rate | 53.8% | 75.3%-21.4pp | 69.0%-15.2pp | 82.5%-28.6pp |
| Annual return | 17.17% | 105.02%-87.8pp | 71.32%-54.1pp | 345.46%-328.3pp |
| Employer contribution / active EE | $833 | $2,735-69.5% | $1,984-58.0% | $4,764-82.5% |
| Participant deferral / active EE | $4,618 | $4,013+15.1% | $3,239+42.6% | $5,851-21.1% |
| Admin fee / account holder | $1,453 | $8,289-82.5% | $6,102-76.2% | $11,601-87.5% |