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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 | $226,243 | $63,949+253.8% | $129,031+75.3% | $94,015+140.6% |
| Participation rate | 19.2% | 63.4%-44.2pp | 73.4%-54.1pp | 70.8%-51.6pp |
| Annual return | 21.03% | 17.56%+3.5pp | 34.67%-13.6pp | 17.84%+3.2pp |
| Employer contribution / active EE | $583 | $1,865-68.7% | $3,226-81.9% | $2,790-79.1% |
| Participant deferral / active EE | $1,844 | $3,686-50.0% | $5,217-64.7% | $4,249-56.6% |
| Admin fee / account holder | $2,828 | $5,523-48.8% | $13,208-78.6% | $8,951-68.4% |