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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 | $169,862 | $110,093+54.3% | $97,295+74.6% | $145,897+16.4% |
| Participation rate | 50.0% | 75.9%-25.9pp | 72.7%-22.7pp | 80.3%-30.3pp |
| Annual return | 21.65% | 244.76%-223.1pp | 75.62%-54.0pp | 552.29%-530.6pp |
| Employer contribution / active EE | $1,469 | $3,077-52.3% | $2,723-46.1% | $4,663-68.5% |
| Participant deferral / active EE | $5,831 | $4,678+24.6% | $4,264+36.8% | $6,689-12.8% |
| Admin fee / account holder | $784 | $6,212-87.4% | $5,646-86.1% | $13,390-94.1% |