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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 | $148,751 | $67,823+119.3% | $52,425+183.7% | $137,256+8.4% |
| Participation rate | 40.0% | 63.9%-23.9pp | 55.6%-15.6pp | 80.0%-40.0pp |
| Annual return | 1049.10% | 219.11%+830.0pp | 302.12%+747.0pp | 220.34%+828.8pp |
| Employer contribution / active EE | $1,243 | $1,163+6.9% | $914+35.9% | $4,156-70.1% |
| Participant deferral / active EE | $6,233 | $2,288+172.4% | $1,790+248.2% | $6,407-2.7% |
| Admin fee / account holder | $1,450 | $2,844-49.0% | $2,495-41.9% | $12,270-88.2% |