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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 | $140,903 | $57,352+145.7% | $83,831+68.1% | $64,173+119.6% |
| Participation rate | 61.5% | 68.6%-7.1pp | 76.1%-14.6pp | 69.6%-8.0pp |
| Annual return | 5.92% | 11.38%-5.5pp | 850.99%-845.1pp | 7.63%-1.7pp |
| Employer contribution / active EE | $10,327 | $2,546+305.7% | $3,631+184.4% | $2,381+333.7% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,311 | $4,046-67.6% | $5,479-76.1% | $4,887-73.2% |