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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 | $171,865 | $100,073+71.7% | $85,126+101.9% | $145,877+17.8% |
| Participation rate | 50.0% | 74.1%-24.1pp | 67.5%-17.5pp | 80.3%-30.3pp |
| Annual return | 12.37% | 84.11%-71.7pp | 66.63%-54.3pp | 551.28%-538.9pp |
| Employer contribution / active EE | $1,520 | $3,236-53.0% | $2,731-44.3% | $4,663-67.4% |
| Participant deferral / active EE | $11,500 | $5,294+117.2% | $4,523+154.2% | $6,691+71.9% |
| Admin fee / account holder | $1,260 | $7,261-82.6% | $6,160-79.5% | $13,402-90.6% |