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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 | $207,873 | $56,060+270.8% | $76,002+173.5% | $80,874+157.0% |
| Participation rate | 43.5% | 62.0%-18.6pp | 69.1%-25.6pp | 67.6%-24.2pp |
| Annual return | 11.19% | 20.54%-9.3pp | 360.07%-348.9pp | 35.62%-24.4pp |
| Employer contribution / active EE | $1,483 | $1,873-20.8% | $2,688-44.8% | $2,756-46.2% |
| Participant deferral / active EE | $3,285 | $3,051+7.7% | $4,257-22.8% | $4,297-23.5% |
| Admin fee / account holder | $6,827 | $5,237+30.4% | $6,414+6.4% | $6,935-1.6% |