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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 | $233,848 | $101,063+131.4% | $81,473+187.0% | $147,586+58.4% |
| Participation rate | 33.3% | 74.5%-41.1pp | 68.0%-34.6pp | 82.8%-49.5pp |
| Annual return | 23.92% | 32.41%-8.5pp | 38.78%-14.9pp | 578.59%-554.7pp |
| Employer contribution / active EE | $893 | $3,206-72.2% | $2,568-65.2% | $4,876-81.7% |
| Participant deferral / active EE | $3,080 | $4,242-27.4% | $3,537-12.9% | $5,439-43.4% |
| Admin fee / account holder | $12,816 | $5,812+120.5% | $4,561+181.0% | $10,886+17.7% |