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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 | $188,388 | $65,395+188.1% | $182,558+3.2% | $72,976+158.2% |
| Participation rate | 56.3% | 65.4%-9.2pp | 78.0%-21.7pp | 69.5%-13.2pp |
| Annual return | 23.57% | 27.68%-4.1pp | 148.59%-125.0pp | 81.02%-57.4pp |
| Employer contribution / active EE | $1,384 | $1,911-27.6% | $4,076-66.1% | $2,440-43.3% |
| Participant deferral / active EE | $3,125 | $3,563-12.3% | $5,526-43.5% | $3,608-13.4% |
| Admin fee / account holder | $2,371 | $4,245-44.1% | $8,594-72.4% | $5,124-53.7% |