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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 | $109,740 | $123,000-10.8% | $105,582+3.9% | $198,609-44.7% |
| Participation rate | 50.0% | 76.8%-26.8pp | 71.8%-21.8pp | 82.4%-32.4pp |
| Annual return | 50.28% | 18.31%+32.0pp | 18.61%+31.7pp | 202.70%-152.4pp |
| Employer contribution / active EE | $1,544 | $3,582-56.9% | $2,984-48.2% | $5,055-69.5% |
| Participant deferral / active EE | $8,985 | $5,013+79.2% | $4,353+106.4% | $6,977+28.8% |
| Admin fee / account holder | $613 | $16,254-96.2% | $12,856-95.2% | $19,030-96.8% |