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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 | $232,961 | $58,600+297.5% | $83,327+179.6% | $64,173+263.0% |
| Participation rate | 59.2% | 72.0%-12.9pp | 77.8%-18.6pp | 69.6%-10.4pp |
| Annual return | -3.15% | 9.66%-12.8pp | 10.64%-13.8pp | 7.63%-10.8pp |
| Employer contribution / active EE | $1,285 | $2,098-38.7% | $3,379-62.0% | $2,381-46.0% |
| Participant deferral / active EE | $2,943 | $4,656-36.8% | $5,565-47.1% | $3,470-15.2% |
| Admin fee / account holder | $2,823 | $9,282-69.6% | $7,540-62.6% | $4,887-42.2% |