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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 | $131,647 | $106,280+23.9% | $96,538+36.4% | $139,487-5.6% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 18.35% | 38.48%-20.1pp | 35.74%-17.4pp | 373.84%-355.5pp |
| Employer contribution / active EE | $15,515 | $4,107+277.8% | $3,740+314.8% | $4,755+226.3% |
| Participant deferral / active EE | $0 | $5,457-100.0% | $4,880-100.0% | $6,713-100.0% |
| Admin fee / account holder | $4,513 | $7,888-42.8% | $6,737-33.0% | $11,407-60.4% |