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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 | $193,415 | $93,345+107.2% | $119,126+62.4% | $87,485+121.1% |
| Participation rate | 61.1% | 68.7%-7.6pp | 75.8%-14.6pp | 68.9%-7.8pp |
| Annual return | 13.04% | 19.08%-6.0pp | 282.11%-269.1pp | 26.06%-13.0pp |
| Employer contribution / active EE | $1,515 | $3,172-52.2% | $4,034-62.4% | $2,596-41.7% |
| Participant deferral / active EE | $7,396 | $4,099+80.5% | $5,318+39.1% | $4,274+73.1% |
| Admin fee / account holder | $3,662 | $8,039-54.4% | $10,693-65.8% | $7,775-52.9% |