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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 | $199,225 | $57,061+249.1% | $85,063+134.2% | $80,911+146.2% |
| Participation rate | 41.0% | 56.3%-15.3pp | 67.5%-26.5pp | 67.6%-26.6pp |
| Annual return | 12.21% | 21.66%-9.5pp | 66.54%-54.3pp | 35.63%-23.4pp |
| Employer contribution / active EE | $1,149 | $1,799-36.1% | $2,727-57.9% | $2,756-58.3% |
| Participant deferral / active EE | $2,111 | $3,110-32.1% | $4,523-53.3% | $4,297-50.9% |
| Admin fee / account holder | $3,321 | $4,986-33.4% | $6,155-46.0% | $6,935-52.1% |