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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 | $211,904 | $59,804+254.3% | $81,982+158.5% | $79,856+165.4% |
| Participation rate | 52.9% | 61.6%-8.7pp | 69.3%-16.3pp | 69.6%-16.7pp |
| Annual return | 17.14% | 17.56%-0.4pp | 41.31%-24.2pp | 31.71%-14.6pp |
| Employer contribution / active EE | $1,692 | $1,713-1.3% | $2,498-32.3% | $2,471-31.5% |
| Participant deferral / active EE | $3,679 | $2,695+36.5% | $3,722-1.2% | $3,741-1.6% |
| Admin fee / account holder | $3,106 | $4,288-27.6% | $5,665-45.2% | $5,306-41.5% |