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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 | $102,045 | $117,846-13.4% | $102,434-0.4% | $145,884-30.1% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 23.70% | 31.90%-8.2pp | 29.46%-5.8pp | 551.85%-528.2pp |
| Employer contribution / active EE | $3,145 | $3,615-13.0% | $3,023+4.0% | $4,662-32.5% |
| Participant deferral / active EE | $10,172 | $5,733+77.4% | $5,055+101.2% | $6,690+52.1% |
| Admin fee / account holder | $695 | $13,356-94.8% | $9,462-92.7% | $13,392-94.8% |