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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 | $211,787 | $116,462+81.9% | $157,143+34.8% | $116,462+81.9% |
| Participation rate | 48.4% | 74.7%-26.3pp | 84.9%-36.4pp | 74.7%-26.3pp |
| Annual return | 14.96% | 15.65%-0.7pp | -5.74%+20.7pp | 15.65%-0.7pp |
| Employer contribution / active EE | $1,012 | $3,231-68.7% | $4,066-75.1% | $3,231-68.7% |
| Participant deferral / active EE | $1,734 | $3,836-54.8% | $3,906-55.6% | $3,836-54.8% |
| Admin fee / account holder | $19,052 | $12,754+49.4% | $15,459+23.2% | $12,754+49.4% |