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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 | $208,000 | $93,617+122.2% | $135,982+53.0% | $75,177+176.7% |
| Participation rate | 66.7% | 75.2%-8.5pp | 81.9%-15.3pp | 67.2%-0.5pp |
| Annual return | 19.11% | 30.89%-11.8pp | 68.32%-49.2pp | 160.75%-141.6pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,321 | $6,406-32.6% | $7,760-44.3% | $4,126+4.7% |
| Admin fee / account holder | $8,970 | $6,980+28.5% | $10,767-16.7% | $5,651+58.7% |