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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 | $147,659 | $103,949+42.0% | $69,182+113.4% | $273,972-46.1% |
| Participation rate | 50.0% | 67.4%-17.4pp | 55.1%-5.1pp | 83.0%-33.0pp |
| Annual return | 4.44% | 35.28%-30.8pp | -21.93%+26.4pp | 41.46%-37.0pp |
| Employer contribution / active EE | $488 | $1,783-72.6% | $1,206-59.6% | $4,869-90.0% |
| Participant deferral / active EE | $10,904 | $2,716+301.4% | $1,897+474.8% | $5,287+106.2% |
| Admin fee / account holder | $830 | $3,671-77.4% | $2,697-69.2% | $10,133-91.8% |