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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 | $236,312 | $124,425+89.9% | $112,040+110.9% | $137,256+72.2% |
| Participation rate | 50.0% | 79.3%-29.3pp | 76.5%-26.5pp | 80.0%-30.0pp |
| Annual return | 10.44% | 24.72%-14.3pp | 24.52%-14.1pp | 220.34%-209.9pp |
| Employer contribution / active EE | $1,479 | $3,411-56.6% | $2,954-49.9% | $4,156-64.4% |
| Participant deferral / active EE | $9,502 | $5,718+66.2% | $5,098+86.4% | $6,407+48.3% |
| Admin fee / account holder | $20,093 | $15,207+32.1% | $12,098+66.1% | $12,270+63.8% |