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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 | $230,937 | $93,346+147.4% | $71,796+221.7% | $273,972-15.7% |
| Participation rate | 44.4% | 76.5%-32.1pp | 69.1%-24.7pp | 83.0%-38.6pp |
| Annual return | 16.03% | 130.39%-114.4pp | 78.04%-62.0pp | 41.46%-25.4pp |
| Employer contribution / active EE | $1,217 | $2,733-55.5% | $1,924-36.7% | $4,869-75.0% |
| Participant deferral / active EE | $5,622 | $3,475+61.8% | $2,794+101.2% | $5,287+6.3% |
| Admin fee / account holder | $59,997 | $6,571+813.1% | $4,815+1146.1% | $10,133+492.1% |