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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 | $174,018-55.8% | $136,833-43.8% | $198,609-61.3% |
| Participation rate | 50.0% | 65.1%-15.1pp | 59.0%-9.0pp | 82.4%-32.4pp |
| Annual return | 21.52% | 35.16%-13.6pp | 35.32%-13.8pp | 202.70%-181.2pp |
| Employer contribution / active EE | $3,600 | $1,571+129.1% | $1,319+173.0% | $5,055-28.8% |
| Participant deferral / active EE | $15,250 | $2,873+430.8% | $2,441+524.8% | $6,977+118.6% |
| Admin fee / account holder | $1,202 | $5,434-77.9% | $4,706-74.5% | $19,030-93.7% |