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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 | $169,328 | $46,596+263.4% | $64,099+164.2% | $75,181+125.2% |
| Participation rate | 43.9% | 65.9%-22.1pp | 72.3%-28.5pp | 67.2%-23.3pp |
| Annual return | 16.42% | 26.04%-9.6pp | 33.70%-17.3pp | 160.69%-144.3pp |
| Employer contribution / active EE | $2,630 | $1,975+33.2% | $2,748-4.3% | $2,671-1.5% |
| Participant deferral / active EE | $3,512 | $2,837+23.8% | $3,881-9.5% | $4,126-14.9% |
| Admin fee / account holder | $12,358 | $2,954+318.3% | $3,070+302.5% | $5,650+118.7% |