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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 | $144,893 | $106,280+36.3% | $96,538+50.1% | $139,487+3.9% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 12.63% | 38.48%-25.9pp | 35.74%-23.1pp | 373.84%-361.2pp |
| Employer contribution / active EE | $2,230 | $4,107-45.7% | $3,740-40.4% | $4,755-53.1% |
| Participant deferral / active EE | $12,500 | $5,457+129.1% | $4,880+156.1% | $6,713+86.2% |
| Admin fee / account holder | $1,378 | $7,888-82.5% | $6,737-79.6% | $11,407-87.9% |