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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 | $160,944 | $111,814+43.9% | $103,378+55.7% | $145,978+10.3% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 16.47% | 24.80%-8.3pp | 24.91%-8.4pp | 550.52%-534.0pp |
| Employer contribution / active EE | $4,363 | $4,215+3.5% | $3,870+12.7% | $4,662-6.4% |
| Participant deferral / active EE | $15,250 | $5,618+171.5% | $5,058+201.5% | $6,690+128.0% |
| Admin fee / account holder | $1,753 | $9,764-82.1% | $8,401-79.1% | $13,400-86.9% |