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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 | $171,768 | $106,280+61.6% | $96,538+77.9% | $139,487+23.1% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 19.36% | 38.48%-19.1pp | 35.74%-16.4pp | 373.84%-354.5pp |
| Employer contribution / active EE | $2,347 | $4,107-42.9% | $3,740-37.2% | $4,755-50.6% |
| Participant deferral / active EE | $3,265 | $5,457-40.2% | $4,880-33.1% | $6,713-51.4% |
| Admin fee / account holder | $899 | $7,888-88.6% | $6,737-86.7% | $11,407-92.1% |