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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 | $179,077 | $110,379+62.2% | $102,412+74.9% | $145,884+22.8% |
| Participation rate | 33.3% | 77.9%-44.6pp | 74.5%-41.2pp | 80.3%-47.0pp |
| Annual return | 13.72% | 24.84%-11.1pp | 24.94%-11.2pp | 551.85%-538.1pp |
| Employer contribution / active EE | $3,083 | $4,216-26.9% | $3,870-20.3% | $4,662-33.9% |
| Participant deferral / active EE | $6,516 | $5,622+15.9% | $5,060+28.8% | $6,690-2.6% |
| Admin fee / account holder | $83,885 | $9,745+760.8% | $8,388+900.1% | $13,392+526.4% |