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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 | $211,372 | $72,027+193.5% | $185,861+13.7% | $79,856+164.7% |
| Participation rate | 51.4% | 65.8%-14.4pp | 78.0%-26.7pp | 69.6%-18.3pp |
| Annual return | 14.26% | 23.13%-8.9pp | 35.96%-21.7pp | 31.71%-17.5pp |
| Employer contribution / active EE | $1,440 | $1,965-26.7% | $4,088-64.8% | $2,471-41.7% |
| Participant deferral / active EE | $2,739 | $3,780-27.5% | $5,634-51.4% | $3,741-26.8% |
| Admin fee / account holder | $2,120 | $4,513-53.0% | $9,503-77.7% | $5,306-60.1% |