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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 | $228,352 | $106,267+114.9% | $96,520+136.6% | $139,456+63.7% |
| Participation rate | 41.2% | 77.8%-36.7pp | 74.3%-33.2pp | 80.3%-39.2pp |
| Annual return | 19.86% | 38.45%-18.6pp | 35.72%-15.9pp | 373.45%-353.6pp |
| Employer contribution / active EE | $1,377 | $4,105-66.5% | $3,739-63.2% | $4,753-71.0% |
| Participant deferral / active EE | $4,037 | $5,454-26.0% | $4,879-17.2% | $6,711-39.8% |
| Admin fee / account holder | $1,838 | $7,882-76.7% | $6,733-72.7% | $11,407-83.9% |