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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 | $76,368+109.8% | $67,681+136.7% | $154,746+3.5% |
| Participation rate | 50.0% | 79.0%-29.0pp | 73.7%-23.7pp | 80.7%-30.7pp |
| Annual return | 16.72% | 1066.77%-1050.1pp | 590.58%-573.9pp | 172.34%-155.6pp |
| Employer contribution / active EE | $1,973 | $3,151-37.4% | $2,678-26.3% | $4,379-54.9% |
| Participant deferral / active EE | $4,910 | $4,824+1.8% | $3,976+23.5% | $6,730-27.0% |
| Admin fee / account holder | $1,679 | $8,559-80.4% | $6,100-72.5% | $14,365-88.3% |