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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 | $192,059 | $111,814+71.8% | $103,374+85.8% | $145,959+31.6% |
| Participation rate | 23.1% | 77.9%-54.9pp | 74.5%-51.4pp | 80.3%-57.2pp |
| Annual return | 11.72% | 24.77%-13.1pp | 24.89%-13.2pp | 561.95%-550.2pp |
| Employer contribution / active EE | $897 | $4,214-78.7% | $3,869-76.8% | $4,661-80.8% |
| Participant deferral / active EE | $2,431 | $5,618-56.7% | $5,058-51.9% | $6,689-63.7% |
| Admin fee / account holder | $41,014 | $9,754+320.5% | $8,394+388.6% | $13,398+206.1% |