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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 | $120,327 | $47,479+153.4% | $62,929+91.2% | $82,448+45.9% |
| Participation rate | 35.8% | 66.9%-31.0pp | 73.1%-37.3pp | 68.1%-32.2pp |
| Annual return | 18.70% | 20.34%-1.6pp | 1063.93%-1045.2pp | 41.64%-22.9pp |
| Employer contribution / active EE | $2,215 | $1,885+17.5% | $2,505-11.6% | $2,551-13.2% |
| Participant deferral / active EE | $4,334 | $2,870+51.0% | $3,888+11.5% | $4,139+4.7% |
| Admin fee / account holder | $26,217 | $3,804+589.3% | $5,065+417.7% | $7,234+262.4% |