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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 | $195,151 | $91,037+114.4% | $71,671+172.3% | $147,586+32.2% |
| Participation rate | 43.5% | 76.1%-32.6pp | 68.7%-25.3pp | 82.8%-39.4pp |
| Annual return | 11.14% | 20.48%-9.3pp | 20.65%-9.5pp | 578.59%-567.5pp |
| Employer contribution / active EE | $1,211 | $3,327-63.6% | $2,460-50.8% | $4,876-75.2% |
| Participant deferral / active EE | $2,691 | $4,498-40.2% | $3,438-21.7% | $5,439-50.5% |
| Admin fee / account holder | $76,819 | $8,613+791.9% | $5,558+1282.0% | $10,886+605.7% |