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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 | $200,465 | $86,919+130.6% | $102,457+95.7% | $80,911+147.8% |
| Participation rate | 56.4% | 72.4%-16.0pp | 76.5%-20.1pp | 67.6%-11.2pp |
| Annual return | 12.12% | 18.90%-6.8pp | 29.41%-17.3pp | 35.63%-23.5pp |
| Employer contribution / active EE | $1,690 | $2,368-28.6% | $3,022-44.1% | $2,756-38.7% |
| Participant deferral / active EE | $4,398 | $4,119+6.8% | $5,054-13.0% | $4,297+2.3% |
| Admin fee / account holder | $21,499 | $8,049+167.1% | $9,451+127.5% | $6,935+210.0% |