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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 | $139,187 | $80,812+72.2% | $160,784-13.4% | $82,448+68.8% |
| Participation rate | 51.6% | 66.2%-14.6pp | 77.0%-25.3pp | 68.1%-16.5pp |
| Annual return | 16.52% | 100.59%-84.1pp | 1803.92%-1787.4pp | 41.64%-25.1pp |
| Employer contribution / active EE | $1,845 | $2,174-15.1% | $3,733-50.6% | $2,551-27.7% |
| Participant deferral / active EE | $2,840 | $4,335-34.5% | $6,293-54.9% | $4,139-31.4% |
| Admin fee / account holder | $9,802 | $7,695+27.4% | $9,717+0.9% | $7,234+35.5% |