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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 | $208,587 | $157,304+32.6% | $141,197+47.7% | $152,909+36.4% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 122.59% | 64.34%+58.3pp | 71.41%+51.2pp | 345.46%-222.9pp |
| Employer contribution / active EE | $2,427 | $5,263-53.9% | $4,736-48.8% | $4,764-49.0% |
| Participant deferral / active EE | $4,163 | $7,111-41.5% | $6,710-38.0% | $5,851-28.9% |
| Admin fee / account holder | $6,733 | $12,126-44.5% | $10,265-34.4% | $11,601-42.0% |