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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 | $171,356 | $111,814+53.3% | $93,654+83.0% | $145,959+17.4% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 16.46% | 203.30%-186.8pp | 133.34%-116.9pp | 561.95%-545.5pp |
| Employer contribution / active EE | $1,032 | $3,092-66.6% | $2,421-57.4% | $4,661-77.9% |
| Participant deferral / active EE | $7,746 | $4,914+57.6% | $4,413+75.5% | $6,689+15.8% |
| Admin fee / account holder | $1,027 | $10,246-90.0% | $8,282-87.6% | $13,398-92.3% |