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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 | $226,035 | $67,823+233.3% | $52,425+331.2% | $137,256+64.7% |
| Participation rate | 33.3% | 63.9%-30.6pp | 55.6%-22.3pp | 80.0%-46.6pp |
| Annual return | 12.38% | 219.11%-206.7pp | 302.12%-289.7pp | 220.34%-208.0pp |
| Employer contribution / active EE | $675 | $1,163-42.0% | $914-26.2% | $4,156-83.8% |
| Participant deferral / active EE | $3,468 | $2,288+51.6% | $1,790+93.7% | $6,407-45.9% |
| Admin fee / account holder | $9,308 | $2,844+227.3% | $2,495+273.1% | $12,270-24.1% |