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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 | $186,076 | $78,690+136.5% | $161,489+15.2% | $87,485+112.7% |
| Participation rate | 62.5% | 67.5%-5.0pp | 78.7%-16.2pp | 68.9%-6.4pp |
| Annual return | 26.00% | 32.74%-6.7pp | 89.72%-63.7pp | 26.06%-0.1pp |
| Employer contribution / active EE | $1,350 | $2,588-47.8% | $4,268-68.4% | $2,596-48.0% |
| Participant deferral / active EE | $6,477 | $3,311+95.6% | $5,630+15.1% | $4,274+51.6% |
| Admin fee / account holder | $9,486 | $6,724+41.1% | $16,006-40.7% | $7,775+22.0% |