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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 | $232,846 | $102,385+127.4% | $147,080+58.3% | $80,935+187.7% |
| Participation rate | 20.0% | 75.9%-55.9pp | 82.2%-62.2pp | 67.7%-47.7pp |
| Annual return | 25.46% | 135.09%-109.6pp | 420.17%-394.7pp | 35.66%-10.2pp |
| Employer contribution / active EE | $3,642 | $3,717-2.0% | $4,933-26.2% | $2,757+32.1% |
| Participant deferral / active EE | $5,173 | $6,651-22.2% | $8,066-35.9% | $4,299+20.3% |
| Admin fee / account holder | $4,331 | $7,951-45.5% | $12,989-66.7% | $6,924-37.4% |