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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 | $141,008 | $96,643+45.9% | $86,617+62.8% | $139,456+1.1% |
| Participation rate | 33.3% | 74.4%-41.1pp | 71.7%-38.4pp | 80.3%-47.0pp |
| Annual return | 11.09% | 106.57%-95.5pp | 591.91%-580.8pp | 373.45%-362.4pp |
| Employer contribution / active EE | $1,879 | $3,264-42.4% | $3,023-37.9% | $4,753-60.5% |
| Participant deferral / active EE | $4,413 | $4,835-8.7% | $4,437-0.5% | $6,711-34.2% |
| Admin fee / account holder | $49,913 | $6,406+679.2% | $5,613+789.3% | $11,407+337.6% |