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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 | $206,582 | $100,262+106.0% | $81,370+153.9% | $145,897+41.6% |
| Participation rate | 60.0% | 74.3%-14.3pp | 69.5%-9.5pp | 80.3%-20.3pp |
| Annual return | 18.04% | 34.52%-16.5pp | 24.85%-6.8pp | 552.29%-534.2pp |
| Employer contribution / active EE | $0 | $2,979-100.0% | $2,464-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $8,732 | $4,612+89.3% | $3,885+124.8% | $6,689+30.5% |
| Admin fee / account holder | $2,047 | $8,163-74.9% | $5,749-64.4% | $13,390-84.7% |