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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 | $228,608 | $50,554+352.2% | $67,681+237.8% | $87,485+161.3% |
| Participation rate | 60.0% | 67.7%-7.7pp | 73.7%-13.7pp | 68.9%-8.9pp |
| Annual return | 15.03% | 17.81%-2.8pp | 590.58%-575.6pp | 26.06%-11.0pp |
| Employer contribution / active EE | $1,004 | $1,988-49.5% | $2,678-62.5% | $2,596-61.3% |
| Participant deferral / active EE | $5,952 | $2,961+101.0% | $3,976+49.7% | $4,274+39.3% |
| Admin fee / account holder | $15,173 | $4,132+267.2% | $6,100+148.7% | $7,775+95.2% |