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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 | $217,025 | $70,684+207.0% | $169,390+28.1% | $75,173+188.7% |
| Participation rate | 29.4% | 64.8%-35.4pp | 77.2%-47.8pp | 67.2%-37.8pp |
| Annual return | 18.76% | 36.38%-17.6pp | 406.07%-387.3pp | 160.72%-142.0pp |
| Employer contribution / active EE | $1,087 | $2,211-50.9% | $4,013-72.9% | $2,671-59.3% |
| Participant deferral / active EE | $1,700 | $4,310-60.6% | $6,222-72.7% | $4,126-58.8% |
| Admin fee / account holder | $4,519 | $5,404-16.4% | $9,015-49.9% | $5,651-20.0% |