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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 | $173,320 | $94,031+84.3% | $115,768+49.7% | $82,448+110.2% |
| Participation rate | 55.3% | 70.4%-15.1pp | 74.4%-19.1pp | 68.1%-12.7pp |
| Annual return | 17.00% | 20.61%-3.6pp | 100.46%-83.5pp | 41.64%-24.6pp |
| Employer contribution / active EE | $840 | $2,323-63.9% | $2,940-71.4% | $2,551-67.1% |
| Participant deferral / active EE | $3,153 | $3,972-20.6% | $4,917-35.9% | $4,139-23.8% |
| Admin fee / account holder | $3,274 | $10,249-68.1% | $12,439-73.7% | $7,234-54.7% |