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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 | $191,456 | $57,073+235.5% | $85,126+124.9% | $80,925+136.6% |
| Participation rate | 18.9% | 56.4%-37.5pp | 67.5%-48.6pp | 67.7%-48.7pp |
| Annual return | 12.21% | 21.69%-9.5pp | 66.63%-54.4pp | 35.65%-23.4pp |
| Employer contribution / active EE | $405 | $1,801-77.5% | $2,731-85.2% | $2,756-85.3% |
| Participant deferral / active EE | $2,042 | $3,113-34.4% | $4,523-54.9% | $4,299-52.5% |
| Admin fee / account holder | $34,866 | $4,988+599.1% | $6,160+466.0% | $6,940+402.4% |