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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 | $170,593 | $89,259+91.1% | $107,187+59.2% | $82,637+106.4% |
| Participation rate | 58.7% | 67.9%-9.2pp | 75.0%-16.3pp | 68.1%-9.3pp |
| Annual return | 12.88% | 21.02%-8.1pp | 204.55%-191.7pp | 53.51%-40.6pp |
| Employer contribution / active EE | $2,958 | $3,080-4.0% | $3,782-21.8% | $2,552+15.9% |
| Participant deferral / active EE | $7,259 | $4,037+79.8% | $5,096+42.4% | $4,126+75.9% |
| Admin fee / account holder | $19,249 | $7,381+160.8% | $9,162+110.1% | $7,339+162.3% |