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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 | $176,258 | $73,787+138.9% | $98,716+78.6% | $82,448+113.8% |
| Participation rate | 42.6% | 61.4%-18.8pp | 69.3%-26.7pp | 68.1%-25.4pp |
| Annual return | 14.45% | 18.57%-4.1pp | 31.81%-17.4pp | 41.64%-27.2pp |
| Employer contribution / active EE | $2,260 | $1,511+49.5% | $2,279-0.8% | $2,551-11.4% |
| Participant deferral / active EE | $3,655 | $3,081+18.6% | $4,048-9.7% | $4,139-11.7% |
| Admin fee / account holder | $1,306 | $6,500-79.9% | $8,703-85.0% | $7,234-82.0% |