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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 | $205,913 | $110,248+86.8% | $95,728+115.1% | $139,456+47.7% |
| Participation rate | 55.6% | 75.7%-20.2pp | 72.3%-16.7pp | 80.3%-24.8pp |
| Annual return | 13.12% | 27.16%-14.0pp | 28.40%-15.3pp | 373.45%-360.3pp |
| Employer contribution / active EE | $0 | $3,258-100.0% | $2,835-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $4,858 | $4,675+3.9% | $4,245+14.5% | $6,711-27.6% |
| Admin fee / account holder | $64,823 | $6,607+881.1% | $5,673+1042.7% | $11,407+468.3% |