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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 | $75,182 | $111,814-32.8% | $93,654-19.7% | $145,959-48.5% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 10.80% | 203.30%-192.5pp | 133.34%-122.5pp | 561.95%-551.2pp |
| Employer contribution / active EE | $1,965 | $3,092-36.4% | $2,421-18.8% | $4,661-57.8% |
| Participant deferral / active EE | $12,250 | $4,914+149.3% | $4,413+177.6% | $6,689+83.1% |
| Admin fee / account holder | $435 | $10,246-95.8% | $8,282-94.8% | $13,398-96.8% |