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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 | $55,902+271.9% | $76,030+173.4% | $80,959+156.8% |
| Participation rate | 43.5% | 62.1%-18.6pp | 69.1%-25.6pp | 67.7%-24.2pp |
| Annual return | 11.19% | 20.59%-9.4pp | 361.54%-350.3pp | 35.67%-24.5pp |
| Employer contribution / active EE | $1,483 | $1,867-20.6% | $2,688-44.8% | $2,757-46.2% |
| Participant deferral / active EE | $3,285 | $3,051+7.7% | $4,257-22.8% | $4,300-23.6% |
| Admin fee / account holder | $6,827 | $5,239+30.3% | $6,421+6.3% | $6,925-1.4% |