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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 | $178,005 | $90,486+96.7% | $78,676+126.3% | $273,972-35.0% |
| Participation rate | 33.3% | 76.5%-43.2pp | 73.6%-40.2pp | 83.0%-49.7pp |
| Annual return | 6.49% | 75.62%-69.1pp | 62.19%-55.7pp | 41.46%-35.0pp |
| Employer contribution / active EE | $17,632 | $3,175+455.3% | $2,850+518.7% | $4,869+262.2% |
| Participant deferral / active EE | $12,015 | $3,901+208.0% | $3,517+241.6% | $5,287+127.2% |
| Admin fee / account holder | $5,347 | $5,263+1.6% | $4,510+18.6% | $10,133-47.2% |