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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 | $213,876 | $123,155+73.7% | $108,753+96.7% | $155,188+37.8% |
| Participation rate | 66.7% | 75.6%-9.0pp | 71.1%-4.4pp | 80.8%-14.1pp |
| Annual return | 8.79% | 44.73%-35.9pp | 37.47%-28.7pp | 148.84%-140.1pp |
| Employer contribution / active EE | $820 | $2,811-70.8% | $2,427-66.2% | $4,248-80.7% |
| Participant deferral / active EE | $2,492 | $4,623-46.1% | $4,115-39.4% | $6,531-61.8% |
| Admin fee / account holder | $124,488 | $12,126+926.6% | $10,320+1106.3% | $14,480+759.7% |