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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 | $57,119+248.8% | $85,187+133.9% | $80,935+146.2% |
| Participation rate | 41.0% | 56.4%-15.4pp | 67.5%-26.5pp | 67.7%-26.6pp |
| Annual return | 12.21% | 21.70%-9.5pp | 66.67%-54.5pp | 35.66%-23.5pp |
| Employer contribution / active EE | $1,149 | $1,802-36.2% | $2,732-58.0% | $2,757-58.3% |
| Participant deferral / active EE | $2,111 | $3,115-32.2% | $4,525-53.3% | $4,299-50.9% |
| Admin fee / account holder | $3,321 | $4,990-33.4% | $6,162-46.1% | $6,924-52.0% |