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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 | $160,218 | $68,097+135.3% | $62,929+154.6% | $137,256+16.7% |
| Participation rate | 50.0% | 77.4%-27.4pp | 73.1%-23.1pp | 80.0%-30.0pp |
| Annual return | 16.72% | 1859.11%-1842.4pp | 1063.93%-1047.2pp | 220.34%-203.6pp |
| Employer contribution / active EE | $1,973 | $2,811-29.8% | $2,505-21.2% | $4,156-52.5% |
| Participant deferral / active EE | $4,910 | $4,553+7.9% | $3,888+26.3% | $6,407-23.4% |
| Admin fee / account holder | $1,679 | $6,521-74.3% | $5,065-66.9% | $12,270-86.3% |