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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 | $139,993 | $65,685+113.1% | $57,181+144.8% | $273,968-48.9% |
| Participation rate | 50.0% | 78.3%-28.3pp | 75.3%-25.3pp | 83.0%-33.0pp |
| Annual return | 2.24% | 21.99%-19.8pp | 14.59%-12.3pp | 41.45%-39.2pp |
| Employer contribution / active EE | $3,109 | $3,279-5.2% | $2,682+15.9% | $4,869-36.1% |
| Participant deferral / active EE | $24,000 | $3,781+534.8% | $3,096+675.2% | $5,287+353.9% |
| Admin fee / account holder | $54,190 | $4,835+1020.9% | $3,139+1626.2% | $10,132+434.8% |