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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 | $234,112 | $93,345+150.8% | $119,126+96.5% | $87,485+167.6% |
| Participation rate | 51.9% | 68.7%-16.8pp | 75.8%-23.8pp | 68.9%-17.0pp |
| Annual return | 16.62% | 19.08%-2.5pp | 282.11%-265.5pp | 26.06%-9.4pp |
| Employer contribution / active EE | $2,100 | $3,172-33.8% | $4,034-47.9% | $2,596-19.1% |
| Participant deferral / active EE | $5,468 | $4,099+33.4% | $5,318+2.8% | $4,274+28.0% |
| Admin fee / account holder | $15,129 | $8,039+88.2% | $10,693+41.5% | $7,775+94.6% |