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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 | $211,961 | $110,410+92.0% | $102,437+106.9% | $145,897+45.3% |
| Participation rate | 25.0% | 77.9%-52.9pp | 74.5%-49.5pp | 80.3%-55.3pp |
| Annual return | 15.88% | 24.85%-9.0pp | 24.95%-9.1pp | 552.29%-536.4pp |
| Employer contribution / active EE | $1,067 | $4,217-74.7% | $3,871-72.4% | $4,663-77.1% |
| Participant deferral / active EE | $5,436 | $5,622-3.3% | $5,060+7.4% | $6,689-18.7% |
| Admin fee / account holder | $1,972 | $9,745-79.8% | $8,388-76.5% | $13,390-85.3% |