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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 | $181,445 | $41,377+338.5% | $109,313+66.0% | $62,881+188.6% |
| Participation rate | 58.3% | 57.5%+0.8pp | 71.3%-12.9pp | 69.3%-11.0pp |
| Annual return | 9.07% | 11.05%-2.0pp | 22.07%-13.0pp | 20.14%-11.1pp |
| Employer contribution / active EE | $1,933 | $1,276+51.5% | $3,892-50.3% | $2,281-15.3% |
| Participant deferral / active EE | $3,269 | $2,045+59.9% | $3,166+3.2% | $3,203+2.1% |
| Admin fee / account holder | $32,189 | $2,884+1016.1% | $5,666+468.1% | $4,296+649.3% |