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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 | $86,940+130.6% | $102,434+95.7% | $80,935+147.7% |
| Participation rate | 56.4% | 72.4%-16.0pp | 76.5%-20.1pp | 67.7%-11.3pp |
| Annual return | 12.12% | 18.89%-6.8pp | 29.46%-17.3pp | 35.66%-23.5pp |
| Employer contribution / active EE | $1,690 | $2,370-28.7% | $3,023-44.1% | $2,757-38.7% |
| Participant deferral / active EE | $4,398 | $4,121+6.7% | $5,055-13.0% | $4,299+2.3% |
| Admin fee / account holder | $21,499 | $8,047+167.2% | $9,462+127.2% | $6,924+210.5% |