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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 | $141,212 | $102,696+37.5% | $86,235+63.8% | $139,487+1.2% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.0%-19.0pp | 80.3%-30.3pp |
| Annual return | 12.12% | 1925.91%-1913.8pp | 1170.03%-1157.9pp | 373.84%-361.7pp |
| Employer contribution / active EE | $1,771 | $3,034-41.6% | $2,381-25.6% | $4,755-62.8% |
| Participant deferral / active EE | $3,996 | $4,679-14.6% | $3,987+0.2% | $6,713-40.5% |
| Admin fee / account holder | $72,263 | $8,667+733.8% | $6,856+954.1% | $11,407+533.5% |