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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 | $184,860 | $43,730+322.7% | $121,208+52.5% | $64,181+188.0% |
| Participation rate | 60.6% | 58.3%+2.2pp | 71.8%-11.2pp | 69.6%-9.0pp |
| Annual return | -4.08% | 68.94%-73.0pp | 16.93%-21.0pp | 7.63%-11.7pp |
| Employer contribution / active EE | $2,252 | $1,297+73.6% | $4,023-44.0% | $2,381-5.4% |
| Participant deferral / active EE | $3,624 | $2,281+58.9% | $3,345+8.3% | $3,470+4.5% |
| Admin fee / account holder | $35,426 | $3,502+911.5% | $5,020+605.7% | $4,887+624.9% |