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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 | $248,898 | $77,638+220.6% | $156,551+59.0% | $62,881+295.8% |
| Participation rate | 8.0% | 71.2%-63.2pp | 84.0%-76.0pp | 69.3%-61.3pp |
| Annual return | 6.54% | 50.33%-43.8pp | 32.23%-25.7pp | 20.14%-13.6pp |
| Employer contribution / active EE | $1,523 | $3,444-55.8% | $5,501-72.3% | $2,281-33.2% |
| Participant deferral / active EE | $1,412 | $3,046-53.6% | $4,871-71.0% | $3,203-55.9% |
| Admin fee / account holder | $32,842 | $5,561+490.5% | $13,028+152.1% | $4,296+664.5% |