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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 | $88,815+101.4% | $81,882+118.5% | $145,897+22.6% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 12.15% | 1033.75%-1021.6pp | 779.47%-767.3pp | 552.29%-540.1pp |
| Employer contribution / active EE | $1,762 | $3,086-42.9% | $2,916-39.6% | $4,663-62.2% |
| Participant deferral / active EE | $11,688 | $4,647+151.5% | $4,323+170.3% | $6,689+74.7% |
| Admin fee / account holder | $409 | $8,434-95.2% | $7,360-94.4% | $13,390-96.9% |