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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 | $189,715 | $60,128+215.5% | $90,440+109.8% | $79,852+137.6% |
| Participation rate | 50.0% | 65.0%-15.0pp | 72.7%-22.7pp | 69.6%-19.6pp |
| Annual return | 17.97% | 71.95%-54.0pp | 1294.38%-1276.4pp | 31.72%-13.7pp |
| Employer contribution / active EE | $2,331 | $2,068+12.7% | $3,263-28.6% | $2,471-5.7% |
| Participant deferral / active EE | $2,867 | $2,939-2.5% | $3,964-27.7% | $3,740-23.4% |
| Admin fee / account holder | $1,935 | $3,977-51.3% | $5,615-65.5% | $5,306-63.5% |