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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 | $114,234 | $77,419+47.6% | $69,461+64.5% | $152,885-25.3% |
| Participation rate | 50.0% | 78.1%-28.1pp | 74.6%-24.6pp | 82.5%-32.5pp |
| Annual return | 14.70% | 39.07%-24.4pp | 28.97%-14.3pp | 345.39%-330.7pp |
| Employer contribution / active EE | $3,560 | $3,315+7.4% | $2,779+28.1% | $4,763-25.3% |
| Participant deferral / active EE | $3,223 | $4,414-27.0% | $3,536-8.9% | $5,851-44.9% |
| Admin fee / account holder | $25,177 | $6,207+305.6% | $3,840+555.7% | $11,598+117.1% |