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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 | $185,253 | $58,627+216.0% | $76,735+141.4% | $82,448+124.7% |
| Participation rate | 61.9% | 63.2%-1.3pp | 69.5%-7.6pp | 68.1%-6.2pp |
| Annual return | 15.15% | 39.10%-23.9pp | 29.77%-14.6pp | 41.64%-26.5pp |
| Employer contribution / active EE | $833 | $1,729-51.8% | $2,454-66.0% | $2,551-67.3% |
| Participant deferral / active EE | $1,814 | $3,134-42.1% | $4,088-55.6% | $4,139-56.2% |
| Admin fee / account holder | $11,774 | $5,323+121.2% | $7,189+63.8% | $7,234+62.8% |