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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 | $206,582 | $100,125+106.3% | $81,482+153.5% | $145,978+41.5% |
| Participation rate | 60.0% | 74.2%-14.2pp | 69.5%-9.5pp | 80.3%-20.3pp |
| Annual return | 18.04% | 34.44%-16.4pp | 24.79%-6.7pp | 550.52%-532.5pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $2,463-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $8,732 | $4,609+89.4% | $3,885+124.8% | $6,690+30.5% |
| Admin fee / account holder | $2,047 | $8,198-75.0% | $5,761-64.5% | $13,400-84.7% |