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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 | $143,771 | $127,296+12.9% | $109,907+30.8% | $167,536-14.2% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.2%-24.2pp | 82.1%-32.1pp |
| Annual return | 17.01% | 22.97%-6.0pp | 29.46%-12.4pp | 478.82%-461.8pp |
| Employer contribution / active EE | $1,225 | $3,325-63.2% | $2,844-56.9% | $4,839-74.7% |
| Participant deferral / active EE | $5,371 | $4,513+19.0% | $4,047+32.7% | $6,342-15.3% |
| Admin fee / account holder | $22,643 | $7,119+218.1% | $6,069+273.1% | $12,315+83.9% |