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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 | $200,479 | $106,247+88.7% | $96,515+107.7% | $139,466+43.7% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 24.38% | 38.47%-14.1pp | 35.73%-11.3pp | 373.66%-349.3pp |
| Employer contribution / active EE | $800 | $4,106-80.5% | $3,740-78.6% | $4,754-83.2% |
| Participant deferral / active EE | $15,000 | $5,456+174.9% | $4,880+207.4% | $6,712+123.5% |
| Admin fee / account holder | $2,408 | $7,885-69.5% | $6,735-64.2% | $11,409-78.9% |