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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 | $179,118 | $110,410+62.2% | $102,437+74.9% | $145,897+22.8% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 13.56% | 24.85%-11.3pp | 24.95%-11.4pp | 552.29%-538.7pp |
| Employer contribution / active EE | $995 | $4,217-76.4% | $3,871-74.3% | $4,663-78.7% |
| Participant deferral / active EE | $3,131 | $5,622-44.3% | $5,060-38.1% | $6,689-53.2% |
| Admin fee / account holder | $786 | $9,745-91.9% | $8,388-90.6% | $13,390-94.1% |