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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 | $180,531 | $48,337+273.5% | $67,560+167.2% | $80,959+123.0% |
| Participation rate | 35.8% | 66.4%-30.6pp | 72.9%-37.1pp | 67.7%-31.8pp |
| Annual return | 15.31% | 18.26%-3.0pp | 3533.50%-3518.2pp | 35.67%-20.4pp |
| Employer contribution / active EE | $2,191 | $2,023+8.3% | $2,737-19.9% | $2,757-20.5% |
| Participant deferral / active EE | $2,908 | $2,928-0.7% | $4,004-27.4% | $4,300-32.4% |
| Admin fee / account holder | $5,788 | $3,695+56.6% | $3,994+44.9% | $6,925-16.4% |