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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 | $204,219 | $64,311+217.5% | $57,356+256.1% | $125,389+62.9% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 83.2%-33.2pp |
| Annual return | 1.11% | 25.14%-24.0pp | 24.41%-23.3pp | 282.24%-281.1pp |
| Employer contribution / active EE | $2,972 | $3,193-6.9% | $2,689+10.5% | $4,866-38.9% |
| Participant deferral / active EE | $3,268 | $3,846-15.0% | $3,162+3.3% | $5,352-38.9% |
| Admin fee / account holder | $242,550 | $5,243+4525.9% | $3,357+7125.0% | $9,541+2442.2% |