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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 | $146,520 | $88,672+65.2% | $105,223+39.2% | $82,448+77.7% |
| Participation rate | 60.0% | 67.9%-7.9pp | 75.0%-15.0pp | 68.1%-8.1pp |
| Annual return | 16.01% | 30.86%-14.8pp | 180.65%-164.6pp | 41.64%-25.6pp |
| Employer contribution / active EE | $2,384 | $3,048-21.8% | $3,689-35.4% | $2,551-6.5% |
| Participant deferral / active EE | $6,189 | $4,036+53.4% | $5,072+22.0% | $4,139+49.5% |
| Admin fee / account holder | $13,030 | $7,146+82.3% | $8,859+47.1% | $7,234+80.1% |