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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 | $189,203 | $85,171+122.1% | $172,752+9.5% | $72,975+159.3% |
| Participation rate | 68.0% | 70.1%-2.1pp | 82.6%-14.6pp | 69.5%-1.5pp |
| Annual return | 19.96% | 27.32%-7.4pp | 802.97%-783.0pp | 81.01%-61.0pp |
| Employer contribution / active EE | $1,777 | $3,324-46.5% | $5,144-65.5% | $2,440-27.2% |
| Participant deferral / active EE | $3,616 | $3,260+10.9% | $5,198-30.4% | $3,608+0.2% |
| Admin fee / account holder | $573 | $5,880-90.3% | $13,955-95.9% | $5,124-88.8% |