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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 | $210,268 | $123,155+70.7% | $108,753+93.3% | $155,188+35.5% |
| Participation rate | 35.7% | 75.6%-39.9pp | 71.1%-35.4pp | 80.8%-45.1pp |
| Annual return | 11.36% | 44.73%-33.4pp | 37.47%-26.1pp | 148.84%-137.5pp |
| Employer contribution / active EE | $936 | $2,811-66.7% | $2,427-61.4% | $4,248-78.0% |
| Participant deferral / active EE | $4,236 | $4,623-8.4% | $4,115+2.9% | $6,531-35.1% |
| Admin fee / account holder | $42,297 | $12,126+248.8% | $10,320+309.9% | $14,480+192.1% |