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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 | $244,123 | $78,670+210.3% | $109,173+123.6% | $85,847+184.4% |
| Participation rate | 40.6% | 68.3%-27.7pp | 75.9%-35.3pp | 69.3%-28.7pp |
| Annual return | 11.68% | 25.09%-13.4pp | 25.75%-14.1pp | 318.61%-306.9pp |
| Employer contribution / active EE | $1,220 | $2,734-55.4% | $3,723-67.2% | $2,565-52.4% |
| Participant deferral / active EE | $4,694 | $3,467+35.4% | $4,654+0.9% | $3,952+18.8% |
| Admin fee / account holder | $4,181 | $5,469-23.6% | $6,755-38.1% | $6,261-33.2% |