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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 | $233,819 | $83,908+178.7% | $68,509+241.3% | $125,388+86.5% |
| Participation rate | 50.0% | 78.2%-28.2pp | 74.7%-24.7pp | 83.2%-33.2pp |
| Annual return | 6.63% | 14.48%-7.8pp | 8.27%-1.6pp | 282.24%-275.6pp |
| Employer contribution / active EE | $7,500 | $3,031+147.5% | $2,278+229.3% | $4,866+54.1% |
| Participant deferral / active EE | $0 | $4,125-100.0% | $3,382-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1,250 | $8,982-86.1% | $5,275-76.3% | $9,541-86.9% |