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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 | $213,066 | $104,251+104.4% | $91,004+134.1% | $147,586+44.4% |
| Participation rate | 63.2% | 78.2%-15.1pp | 75.6%-12.4pp | 82.8%-19.7pp |
| Annual return | 12.45% | 27.06%-14.6pp | 4.60%+7.9pp | 578.59%-566.1pp |
| Employer contribution / active EE | $1,411 | $3,116-54.7% | $2,456-42.6% | $4,876-71.1% |
| Participant deferral / active EE | $1,803 | $4,195-57.0% | $3,548-49.2% | $5,439-66.8% |
| Admin fee / account holder | $67,587 | $8,948+655.3% | $5,417+1147.6% | $10,886+520.9% |