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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 | $245,433 | $122,962+99.6% | $71,585+242.9% | $138,895+76.7% |
| Participation rate | 23.8% | 68.9%-45.1pp | 68.2%-44.4pp | 79.9%-56.1pp |
| Annual return | 11.86% | 37.84%-26.0pp | 59.26%-47.4pp | 145.39%-133.5pp |
| Employer contribution / active EE | $614 | $2,620-76.6% | $1,669-63.2% | $4,194-85.4% |
| Participant deferral / active EE | $3,415 | $4,311-20.8% | $2,923+16.8% | $6,396-46.6% |
| Admin fee / account holder | $58,320 | $6,488+798.9% | $4,712+1137.8% | $12,562+364.3% |