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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 | $159,840 | $111,535+43.3% | $105,223+51.9% | $137,256+16.5% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 80.0%-30.0pp |
| Annual return | 12.60% | 237.85%-225.3pp | 180.65%-168.0pp | 220.34%-207.7pp |
| Employer contribution / active EE | $2,544 | $3,939-35.4% | $3,689-31.0% | $4,156-38.8% |
| Participant deferral / active EE | $9,540 | $5,500+73.5% | $5,072+88.1% | $6,407+48.9% |
| Admin fee / account holder | $1,206 | $9,721-87.6% | $8,859-86.4% | $12,270-90.2% |