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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 | $159,379 | $96,965+64.4% | $97,995+62.6% | $147,585+8.0% |
| Participation rate | 62.5% | 83.6%-21.1pp | 82.4%-19.9pp | 82.8%-20.3pp |
| Annual return | 14.67% | 24.11%-9.4pp | 23.94%-9.3pp | 578.57%-563.9pp |
| Employer contribution / active EE | $1,950 | $4,536-57.0% | $4,158-53.1% | $4,876-60.0% |
| Participant deferral / active EE | $6,814 | $5,081+34.1% | $5,097+33.7% | $5,439+25.3% |
| Admin fee / account holder | $9,137 | $8,120+12.5% | $5,943+53.7% | $10,885-16.1% |