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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 | $159,723 | $106,267+50.3% | $96,520+65.5% | $139,456+14.5% |
| Participation rate | 60.0% | 77.8%-17.8pp | 74.3%-14.3pp | 80.3%-20.3pp |
| Annual return | 23.18% | 38.45%-15.3pp | 35.72%-12.5pp | 373.45%-350.3pp |
| Employer contribution / active EE | $1,967 | $4,105-52.1% | $3,739-47.4% | $4,753-58.6% |
| Participant deferral / active EE | $15,000 | $5,454+175.0% | $4,879+207.5% | $6,711+123.5% |
| Admin fee / account holder | $2,168 | $7,882-72.5% | $6,733-67.8% | $11,407-81.0% |