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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 | $177,270 | $100,194+76.9% | $122,979+44.1% | $86,983+103.8% |
| Participation rate | 59.5% | 73.0%-13.5pp | 77.2%-17.7pp | 69.5%-10.1pp |
| Annual return | 11.73% | 16.47%-4.7pp | 20.12%-8.4pp | 25.83%-14.1pp |
| Employer contribution / active EE | $3,597 | $2,326+54.7% | $3,062+17.4% | $2,584+39.2% |
| Participant deferral / active EE | $0 | $4,133-100.0% | $5,003-100.0% | $4,194-100.0% |
| Admin fee / account holder | $48,534 | $10,148+378.3% | $12,864+277.3% | $7,856+517.8% |