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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 | $186,076 | $86,050+116.2% | $189,758-1.9% | $94,015+97.9% |
| Participation rate | 62.5% | 68.9%-6.4pp | 79.8%-17.3pp | 70.8%-8.3pp |
| Annual return | 26.00% | 17.77%+8.2pp | 52.62%-26.6pp | 17.84%+8.2pp |
| Employer contribution / active EE | $1,350 | $2,819-52.1% | $4,767-71.7% | $2,790-51.6% |
| Participant deferral / active EE | $6,477 | $3,349+93.4% | $5,856+10.6% | $4,249+52.4% |
| Admin fee / account holder | $9,486 | $6,627+43.2% | $20,388-53.5% | $8,951+6.0% |