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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 | $154,690 | $67,021+130.8% | $162,800-5.0% | $67,021+130.8% |
| Participation rate | 53.1% | 73.1%-20.0pp | 84.4%-31.3pp | 73.1%-20.0pp |
| Annual return | 16.47% | 48.20%-31.7pp | 9.45%+7.0pp | 48.20%-31.7pp |
| Employer contribution / active EE | $2,329 | $2,570-9.4% | $29,436-92.1% | $2,570-9.4% |
| Participant deferral / active EE | $4,539 | $2,835+60.1% | $1,743+160.4% | $2,835+60.1% |
| Admin fee / account holder | $19,807 | $5,490+260.8% | $6,972+184.1% | $5,490+260.8% |