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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 | $228,608 | $47,479+381.5% | $62,929+263.3% | $82,448+177.3% |
| Participation rate | 60.0% | 66.9%-6.9pp | 73.1%-13.1pp | 68.1%-8.1pp |
| Annual return | 15.03% | 20.34%-5.3pp | 1063.93%-1048.9pp | 41.64%-26.6pp |
| Employer contribution / active EE | $1,004 | $1,885-46.7% | $2,505-59.9% | $2,551-60.6% |
| Participant deferral / active EE | $5,952 | $2,870+107.3% | $3,888+53.1% | $4,139+43.8% |
| Admin fee / account holder | $15,173 | $3,804+298.9% | $5,065+199.6% | $7,234+109.7% |