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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 | $95,830 | $67,823+41.3% | $52,425+82.8% | $137,256-30.2% |
| Participation rate | 50.0% | 63.9%-13.9pp | 55.6%-5.6pp | 80.0%-30.0pp |
| Annual return | 21.38% | 219.11%-197.7pp | 302.12%-280.7pp | 220.34%-199.0pp |
| Employer contribution / active EE | $789 | $1,163-32.1% | $914-13.7% | $4,156-81.0% |
| Participant deferral / active EE | $7,711 | $2,288+237.0% | $1,790+330.7% | $6,407+20.4% |
| Admin fee / account holder | $745 | $2,844-73.8% | $2,495-70.2% | $12,270-93.9% |