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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 | $110,024 | $201,370-45.4% | $184,256-40.3% | $145,897-24.6% |
| Participation rate | 33.3% | 87.5%-54.2pp | 86.8%-53.5pp | 80.3%-47.0pp |
| Annual return | 15.49% | 29.05%-13.6pp | 28.85%-13.4pp | 552.29%-536.8pp |
| Employer contribution / active EE | $3,080 | $7,024-56.1% | $6,427-52.1% | $4,663-33.9% |
| Participant deferral / active EE | $7,667 | $9,808-21.8% | $9,133-16.1% | $6,689+14.6% |
| Admin fee / account holder | $759 | $16,364-95.4% | $13,899-94.5% | $13,390-94.3% |