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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 | $239,987 | $102,385+134.4% | $147,080+63.2% | $80,935+196.5% |
| Participation rate | 68.3% | 75.9%-7.6pp | 82.2%-13.9pp | 67.7%+0.6pp |
| Annual return | 13.39% | 135.09%-121.7pp | 420.17%-406.8pp | 35.66%-22.3pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $6,353 | $6,651-4.5% | $8,066-21.2% | $4,299+47.8% |
| Admin fee / account holder | $3,425 | $7,951-56.9% | $12,989-73.6% | $6,924-50.5% |