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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 | $175,596 | $61,391+186.0% | $149,723+17.3% | $71,529+145.5% |
| Participation rate | 58.4% | 62.5%-4.1pp | 78.8%-20.4pp | 67.9%-9.5pp |
| Annual return | 16.65% | 35.88%-19.2pp | 134.50%-117.8pp | 28.97%-12.3pp |
| Employer contribution / active EE | $1,882 | $2,384-21.0% | $4,821-61.0% | $2,590-27.3% |
| Participant deferral / active EE | $6,172 | $2,921+111.3% | $5,682+8.6% | $4,291+43.8% |
| Admin fee / account holder | $12,178 | $1,264+863.3% | $13,215-7.8% | $1,588+666.6% |