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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 | $111,878+53.2% | $93,727+82.8% | $145,897+17.4% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 16.46% | 204.28%-187.8pp | 133.83%-117.4pp | 552.29%-535.8pp |
| Employer contribution / active EE | $1,032 | $3,092-66.6% | $2,421-57.4% | $4,663-77.9% |
| Participant deferral / active EE | $7,746 | $4,920+57.4% | $4,417+75.4% | $6,689+15.8% |
| Admin fee / account holder | $1,027 | $10,256-90.0% | $8,292-87.6% | $13,390-92.3% |