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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 | $111,878-32.8% | $93,727-19.8% | $145,897-48.5% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 10.80% | 204.28%-193.5pp | 133.83%-123.0pp | 552.29%-541.5pp |
| Employer contribution / active EE | $1,965 | $3,092-36.4% | $2,421-18.8% | $4,663-57.8% |
| Participant deferral / active EE | $12,250 | $4,920+149.0% | $4,417+177.3% | $6,689+83.1% |
| Admin fee / account holder | $435 | $10,256-95.8% | $8,292-94.8% | $13,390-96.8% |