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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 | $142,130 | $97,125+46.3% | $86,233+64.8% | $137,256+3.6% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.0%-19.0pp | 80.0%-30.0pp |
| Annual return | 18.51% | 74.19%-55.7pp | 61.39%-42.9pp | 220.34%-201.8pp |
| Employer contribution / active EE | $10,500 | $2,841+269.6% | $2,504+319.3% | $4,156+152.6% |
| Participant deferral / active EE | $28,250 | $5,180+445.4% | $4,559+519.6% | $6,407+340.9% |
| Admin fee / account holder | $50,800 | $9,725+422.4% | $8,342+509.0% | $12,270+314.0% |