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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 | $238,772 | $79,449+200.5% | $189,575+26.0% | $85,847+178.1% |
| Participation rate | 55.9% | 66.0%-10.1pp | 78.4%-22.6pp | 69.3%-13.4pp |
| Annual return | 16.28% | 18.45%-2.2pp | 64.19%-47.9pp | 318.61%-302.3pp |
| Employer contribution / active EE | $1,318 | $2,081-36.7% | $4,412-70.1% | $2,565-48.6% |
| Participant deferral / active EE | $2,789 | $4,051-31.2% | $6,174-54.8% | $3,952-29.4% |
| Admin fee / account holder | $26,745 | $5,377+397.4% | $9,806+172.7% | $6,261+327.2% |