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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 | $245,452 | $72,426+238.9% | $67,560+263.3% | $145,897+68.2% |
| Participation rate | 46.7% | 76.9%-30.2pp | 72.9%-26.3pp | 80.3%-33.6pp |
| Annual return | 15.04% | 7226.78%-7211.7pp | 3533.50%-3518.5pp | 552.29%-537.3pp |
| Employer contribution / active EE | $2,444 | $3,074-20.5% | $2,737-10.7% | $4,663-47.6% |
| Participant deferral / active EE | $5,981 | $4,785+25.0% | $4,004+49.4% | $6,689-10.6% |
| Admin fee / account holder | $4,299 | $5,514-22.0% | $3,994+7.6% | $13,390-67.9% |