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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 | $140,658 | $81,664+72.2% | $70,476+99.6% | $158,966-11.5% |
| Participation rate | 50.0% | 77.7%-27.7pp | 75.1%-25.1pp | 82.0%-32.0pp |
| Annual return | 15.57% | 208.59%-193.0pp | 109.12%-93.5pp | 302.95%-287.4pp |
| Employer contribution / active EE | $4,159 | $3,219+29.2% | $2,738+51.9% | $4,762-12.7% |
| Participant deferral / active EE | $4,573 | $4,556+0.4% | $3,710+23.3% | $5,983-23.6% |
| Admin fee / account holder | $36,539 | $6,197+489.6% | $3,847+849.8% | $11,250+224.8% |