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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 | $191,643 | $72,446+164.5% | $67,561+183.7% | $145,877+31.4% |
| Participation rate | 45.5% | 76.9%-31.4pp | 72.9%-27.4pp | 80.3%-34.8pp |
| Annual return | 15.88% | 7211.98%-7196.1pp | 3525.44%-3509.6pp | 551.28%-535.4pp |
| Employer contribution / active EE | $1,421 | $3,072-53.8% | $2,735-48.0% | $4,663-69.5% |
| Participant deferral / active EE | $3,517 | $4,785-26.5% | $4,003-12.2% | $6,691-47.4% |
| Admin fee / account holder | $5,874 | $5,541+6.0% | $4,006+46.6% | $13,402-56.2% |