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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 | $175,895 | $81,276+116.4% | $155,574+13.1% | $80,925+117.4% |
| Participation rate | 51.8% | 66.2%-14.4pp | 78.2%-26.4pp | 67.7%-15.9pp |
| Annual return | 13.87% | 33.36%-19.5pp | 64.87%-51.0pp | 35.65%-21.8pp |
| Employer contribution / active EE | $2,016 | $3,103-35.0% | $4,676-56.9% | $2,756-26.8% |
| Participant deferral / active EE | $4,228 | $3,453+22.4% | $5,629-24.9% | $4,299-1.6% |
| Admin fee / account holder | $32,439 | $7,993+305.8% | $15,914+103.8% | $6,940+367.4% |