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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 | $76,949 | $69,118+11.3% | $53,647+43.4% | $138,895-44.6% |
| Participation rate | 50.0% | 64.0%-14.0pp | 56.3%-6.3pp | 79.9%-29.9pp |
| Annual return | 21.52% | 248.26%-226.7pp | 358.33%-336.8pp | 145.39%-123.9pp |
| Employer contribution / active EE | $3,600 | $1,189+202.7% | $962+274.2% | $4,194-14.2% |
| Participant deferral / active EE | $15,250 | $2,274+570.6% | $1,813+741.1% | $6,396+138.4% |
| Admin fee / account holder | $1,202 | $2,724-55.9% | $2,460-51.2% | $12,562-90.4% |