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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 | $206,171 | $76,407+169.8% | $150,298+37.2% | $82,448+150.1% |
| Participation rate | 26.9% | 66.4%-39.5pp | 77.8%-50.8pp | 68.1%-41.1pp |
| Annual return | 13.92% | 39.99%-26.1pp | 62.79%-48.9pp | 41.64%-27.7pp |
| Employer contribution / active EE | $1,495 | $2,614-42.8% | $4,154-64.0% | $2,551-41.4% |
| Participant deferral / active EE | $3,992 | $3,214+24.2% | $5,453-26.8% | $4,139-3.6% |
| Admin fee / account holder | $1,684 | $6,352-73.5% | $14,116-88.1% | $7,234-76.7% |