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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 | $215,997 | $102,385+111.0% | $147,080+46.9% | $80,935+166.9% |
| Participation rate | 48.5% | 75.9%-27.4pp | 82.2%-33.7pp | 67.7%-19.2pp |
| Annual return | 12.25% | 135.09%-122.8pp | 420.17%-407.9pp | 35.66%-23.4pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $7,081 | $6,651+6.5% | $8,066-12.2% | $4,299+64.7% |
| Admin fee / account holder | $1,911 | $7,951-76.0% | $12,989-85.3% | $6,924-72.4% |