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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 | $234,190 | $65,027+260.1% | $90,970+157.4% | $79,852+193.3% |
| Participation rate | 54.1% | 61.6%-7.6pp | 69.0%-15.0pp | 69.6%-15.6pp |
| Annual return | 14.95% | 30.45%-15.5pp | 134.58%-119.6pp | 31.72%-16.8pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,795 | $2,512+170.5% | $3,373+101.4% | $3,740+81.7% |
| Admin fee / account holder | $40,907 | $4,535+802.0% | $5,960+586.3% | $5,306+670.9% |