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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 | $182,968 | $58,726+211.6% | $92,240+98.4% | $62,293+193.7% |
| Participation rate | 24.3% | 68.3%-44.1pp | 76.5%-52.2pp | 69.5%-45.2pp |
| Annual return | 17.68% | 43.62%-25.9pp | 176.29%-158.6pp | 28.90%-11.2pp |
| Employer contribution / active EE | $932 | $2,392-61.0% | $3,680-74.7% | $2,042-54.3% |
| Participant deferral / active EE | $2,244 | $2,766-18.9% | $3,897-42.4% | $3,169-29.2% |
| Admin fee / account holder | $2,670 | $556+379.9% | $5,194-48.6% | $479+457.1% |