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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 | $196,716 | $39,162+402.3% | $100,671+95.4% | $59,633+229.9% |
| Participation rate | 62.9% | 55.9%+7.0pp | 70.7%-7.9pp | 68.7%-5.8pp |
| Annual return | 1.27% | 21.07%-19.8pp | 20.43%-19.2pp | 2041.40%-2040.1pp |
| Employer contribution / active EE | $1,918 | $1,151+66.7% | $4,012-52.2% | $2,203-12.9% |
| Participant deferral / active EE | $3,662 | $1,992+83.8% | $3,144+16.5% | $3,192+14.7% |
| Admin fee / account holder | $15,164 | $2,969+410.7% | $4,850+212.7% | $4,297+252.9% |