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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 | $200,828 | $91,198+120.2% | $178,503+12.5% | $79,856+151.5% |
| Participation rate | 58.3% | 69.2%-10.9pp | 81.9%-23.6pp | 69.6%-11.3pp |
| Annual return | 11.70% | 24.20%-12.5pp | 151.12%-139.4pp | 31.71%-20.0pp |
| Employer contribution / active EE | $3,766 | $3,257+15.6% | $5,011-24.8% | $2,471+52.4% |
| Participant deferral / active EE | $6,353 | $3,237+96.3% | $5,202+22.1% | $3,741+69.8% |
| Admin fee / account holder | $7,789 | $6,748+15.4% | $13,987-44.3% | $5,306+46.8% |