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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 | $128,504 | $82,032+56.7% | $123,106+4.4% | $59,633+115.5% |
| Participation rate | 67.6% | 83.2%-15.6pp | 86.8%-19.2pp | 68.7%-1.1pp |
| Annual return | 0.57% | 5.12%-4.6pp | 13.22%-12.7pp | 2041.40%-2040.8pp |
| Employer contribution / active EE | $7,590 | $3,297+130.2% | $5,151+47.3% | $2,203+244.6% |
| Participant deferral / active EE | $0 | $4,667-100.0% | $6,229-100.0% | $3,192-100.0% |
| Admin fee / account holder | $19,831 | $5,881+237.2% | $9,015+120.0% | $4,297+361.5% |