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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 | $48,314+273.7% | $67,561+167.2% | $80,925+123.1% |
| Participation rate | 35.8% | 66.4%-30.6pp | 72.9%-37.1pp | 67.7%-31.8pp |
| Annual return | 15.31% | 18.28%-3.0pp | 3525.44%-3510.1pp | 35.65%-20.3pp |
| Employer contribution / active EE | $2,191 | $2,022+8.4% | $2,735-19.9% | $2,756-20.5% |
| Participant deferral / active EE | $2,908 | $2,927-0.6% | $4,003-27.3% | $4,299-32.3% |
| Admin fee / account holder | $5,788 | $3,690+56.9% | $4,006+44.5% | $6,940-16.6% |