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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 | $156,485 | $83,369+87.7% | $105,223+48.7% | $67,986+130.2% |
| Participation rate | 55.5% | 56.3%-0.8pp | 75.0%-19.6pp | 57.2%-1.7pp |
| Annual return | 13.20% | 24.64%-11.4pp | 180.65%-167.5pp | 31.67%-18.5pp |
| Employer contribution / active EE | $2,351 | $2,541-7.5% | $3,689-36.3% | $2,019+16.5% |
| Participant deferral / active EE | $4,698 | $3,295+42.6% | $5,072-7.4% | $3,358+39.9% |
| Admin fee / account holder | $16,917 | $4,073+315.4% | $8,859+91.0% | $3,203+428.1% |