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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 | $180,948 | $110,248+64.1% | $95,728+89.0% | $139,456+29.8% |
| Participation rate | 50.0% | 75.7%-25.7pp | 72.3%-22.3pp | 80.3%-30.3pp |
| Annual return | 18.48% | 27.16%-8.7pp | 28.40%-9.9pp | 373.45%-355.0pp |
| Employer contribution / active EE | $2,014 | $3,258-38.2% | $2,835-29.0% | $4,753-57.6% |
| Participant deferral / active EE | $14,770 | $4,675+215.9% | $4,245+248.0% | $6,711+120.1% |
| Admin fee / account holder | $1,498 | $6,607-77.3% | $5,673-73.6% | $11,407-86.9% |