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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 | $151,397 | $106,280+42.5% | $96,538+56.8% | $139,487+8.5% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 13.42% | 38.48%-25.1pp | 35.74%-22.3pp | 373.84%-360.4pp |
| Employer contribution / active EE | $2,720 | $4,107-33.8% | $3,740-27.3% | $4,755-42.8% |
| Participant deferral / active EE | $4,354 | $5,457-20.2% | $4,880-10.8% | $6,713-35.1% |
| Admin fee / account holder | $3,879 | $7,888-50.8% | $6,737-42.4% | $11,407-66.0% |