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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 | $69,444+166.8% | $92,985+99.2% | $87,485+111.8% |
| Participation rate | 61.9% | 63.3%-1.4pp | 69.5%-7.6pp | 68.9%-7.0pp |
| Annual return | 15.15% | 23.85%-8.7pp | 27.99%-12.8pp | 26.06%-10.9pp |
| Employer contribution / active EE | $833 | $1,917-56.5% | $2,662-68.7% | $2,596-67.9% |
| Participant deferral / active EE | $1,814 | $3,364-46.1% | $4,377-58.6% | $4,274-57.6% |
| Admin fee / account holder | $11,774 | $6,137+91.8% | $9,463+24.4% | $7,775+51.4% |