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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 | $178,893 | $88,754+101.6% | $81,820+118.6% | $145,877+22.6% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 12.15% | 1031.77%-1019.6pp | 777.93%-765.8pp | 551.28%-539.1pp |
| Employer contribution / active EE | $1,762 | $3,085-42.9% | $2,915-39.6% | $4,663-62.2% |
| Participant deferral / active EE | $11,688 | $4,648+151.5% | $4,323+170.4% | $6,691+74.7% |
| Admin fee / account holder | $409 | $8,424-95.1% | $7,391-94.5% | $13,402-96.9% |