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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 | $215,435 | $37,446+475.3% | $77,513+177.9% | $79,852+169.8% |
| Participation rate | 6.3% | 41.5%-35.3pp | 54.2%-47.9pp | 69.6%-63.4pp |
| Annual return | 17.10% | 39.76%-22.7pp | 54.81%-37.7pp | 31.72%-14.6pp |
| Employer contribution / active EE | $162 | $637-74.5% | $987-83.6% | $2,471-93.4% |
| Participant deferral / active EE | $1,125 | $1,261-10.8% | $1,861-39.5% | $3,740-69.9% |
| Admin fee / account holder | $1,685 | $2,506-32.8% | $2,859-41.1% | $5,306-68.3% |