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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 | $180,472 | $67,823+166.1% | $52,425+244.2% | $137,256+31.5% |
| Participation rate | 8.7% | 63.9%-55.2pp | 55.6%-46.9pp | 80.0%-71.3pp |
| Annual return | 15.81% | 219.11%-203.3pp | 302.12%-286.3pp | 220.34%-204.5pp |
| Employer contribution / active EE | $300 | $1,163-74.2% | $914-67.2% | $4,156-92.8% |
| Participant deferral / active EE | $2,087 | $2,288-8.8% | $1,790+16.6% | $6,407-67.4% |
| Admin fee / account holder | $28,830 | $2,844+913.6% | $2,495+1055.5% | $12,270+135.0% |