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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 | $238,013 | $124,425+91.3% | $112,040+112.4% | $137,256+73.4% |
| Participation rate | 50.0% | 79.3%-29.3pp | 76.5%-26.5pp | 80.0%-30.0pp |
| Annual return | 10.27% | 24.72%-14.4pp | 24.52%-14.2pp | 220.34%-210.1pp |
| Employer contribution / active EE | $2,100 | $3,411-38.5% | $2,954-28.9% | $4,156-49.5% |
| Participant deferral / active EE | $8,919 | $5,718+56.0% | $5,098+75.0% | $6,407+39.2% |
| Admin fee / account holder | $55,590 | $15,207+265.6% | $12,098+359.5% | $12,270+353.1% |