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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 | $241,076 | $86,949+177.3% | $102,460+135.3% | $80,959+197.8% |
| Participation rate | 39.6% | 72.4%-32.8pp | 76.5%-36.9pp | 67.7%-28.1pp |
| Annual return | 19.79% | 18.89%+0.9pp | 29.47%-9.7pp | 35.67%-15.9pp |
| Employer contribution / active EE | $1,848 | $2,370-22.0% | $3,025-38.9% | $2,757-33.0% |
| Participant deferral / active EE | $3,927 | $4,121-4.7% | $5,056-22.3% | $4,300-8.7% |
| Admin fee / account holder | $45,742 | $8,048+468.4% | $9,460+383.5% | $6,925+560.5% |