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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 | $59,440+211.7% | $78,004+137.5% | $82,637+124.2% |
| Participation rate | 61.9% | 62.8%-0.9pp | 69.4%-7.5pp | 68.1%-6.1pp |
| Annual return | 15.15% | 40.24%-25.1pp | 31.07%-15.9pp | 53.51%-38.4pp |
| Employer contribution / active EE | $833 | $1,750-52.4% | $2,469-66.2% | $2,552-67.3% |
| Participant deferral / active EE | $1,814 | $3,138-42.2% | $4,092-55.7% | $4,126-56.0% |
| Admin fee / account holder | $11,774 | $5,504+113.9% | $7,578+55.4% | $7,339+60.4% |