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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 | $244,225 | $95,453+155.9% | $112,040+118.0% | $82,448+196.2% |
| Participation rate | 61.4% | 72.8%-11.4pp | 76.5%-15.1pp | 68.1%-6.7pp |
| Annual return | 16.86% | 23.92%-7.1pp | 24.52%-7.7pp | 41.64%-24.8pp |
| Employer contribution / active EE | $2,975 | $2,318+28.4% | $2,954+0.7% | $2,551+16.6% |
| Participant deferral / active EE | $6,294 | $4,224+49.0% | $5,098+23.5% | $4,139+52.1% |
| Admin fee / account holder | $4,478 | $9,013-50.3% | $12,098-63.0% | $7,234-38.1% |