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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 | $175,670 | $103,393+69.9% | $87,103+101.7% | $152,909+14.9% |
| Participation rate | 66.7% | 79.4%-12.7pp | 76.9%-10.2pp | 82.5%-15.8pp |
| Annual return | 17.53% | 28.10%-10.6pp | 28.19%-10.7pp | 345.46%-327.9pp |
| Employer contribution / active EE | $1,805 | $3,221-44.0% | $2,521-28.4% | $4,764-62.1% |
| Participant deferral / active EE | $3,400 | $4,778-28.8% | $4,049-16.0% | $5,851-41.9% |
| Admin fee / account holder | $66,263 | $12,195+443.4% | $7,491+784.5% | $11,601+471.2% |