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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 | $88,672+118.1% | $105,223+83.8% | $82,448+134.6% |
| Participation rate | 61.1% | 67.9%-6.8pp | 75.0%-13.9pp | 68.1%-7.0pp |
| Annual return | 13.04% | 30.86%-17.8pp | 180.65%-167.6pp | 41.64%-28.6pp |
| Employer contribution / active EE | $1,515 | $3,048-50.3% | $3,689-58.9% | $2,551-40.6% |
| Participant deferral / active EE | $7,396 | $4,036+83.3% | $5,072+45.8% | $4,139+78.7% |
| Admin fee / account holder | $3,662 | $7,146-48.7% | $8,859-58.7% | $7,234-49.4% |