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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 | $87,166+25.9% | $76,735+43.0% | $137,256-20.0% |
| Participation rate | 50.0% | 74.4%-24.4pp | 69.5%-19.5pp | 80.0%-30.0pp |
| Annual return | 50.28% | 26.50%+23.8pp | 29.77%+20.5pp | 220.34%-170.1pp |
| Employer contribution / active EE | $1,544 | $2,904-46.8% | $2,454-37.1% | $4,156-62.8% |
| Participant deferral / active EE | $8,985 | $4,726+90.1% | $4,088+119.8% | $6,407+40.2% |
| Admin fee / account holder | $613 | $8,403-92.7% | $7,189-91.5% | $12,270-95.0% |