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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 | $150,112 | $100,911+48.8% | $90,440+66.0% | $158,966-5.6% |
| Participation rate | 38.5% | 75.0%-36.6pp | 72.7%-34.2pp | 82.0%-43.5pp |
| Annual return | 6.11% | 1726.62%-1720.5pp | 1294.38%-1288.3pp | 302.95%-296.8pp |
| Employer contribution / active EE | $2,066 | $3,690-44.0% | $3,263-36.7% | $4,762-56.6% |
| Participant deferral / active EE | $3,500 | $4,348-19.5% | $3,964-11.7% | $5,983-41.5% |
| Admin fee / account holder | $1,722 | $6,507-73.5% | $5,615-69.3% | $11,250-84.7% |