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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 | $190,859 | $94,031+103.0% | $115,768+64.9% | $82,448+131.5% |
| Participation rate | 56.7% | 70.4%-13.8pp | 74.4%-17.7pp | 68.1%-11.4pp |
| Annual return | 12.60% | 20.61%-8.0pp | 100.46%-87.9pp | 41.64%-29.0pp |
| Employer contribution / active EE | $1,569 | $2,323-32.5% | $2,940-46.6% | $2,551-38.5% |
| Participant deferral / active EE | $3,445 | $3,972-13.3% | $4,917-29.9% | $4,139-16.8% |
| Admin fee / account holder | $1,914 | $10,249-81.3% | $12,439-84.6% | $7,234-73.5% |