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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 | $248,842 | $96,508+157.8% | $75,901+227.9% | $152,897+62.8% |
| Participation rate | 33.3% | 76.2%-42.9pp | 69.3%-35.9pp | 82.5%-49.1pp |
| Annual return | 19.48% | 33.99%-14.5pp | 30.76%-11.3pp | 345.43%-325.9pp |
| Employer contribution / active EE | $727 | $3,310-78.0% | $2,501-70.9% | $4,764-84.7% |
| Participant deferral / active EE | $8,333 | $4,554+83.0% | $3,603+131.3% | $5,851+42.4% |
| Admin fee / account holder | $789 | $8,081-90.2% | $5,420-85.4% | $11,599-93.2% |