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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 | $132,062 | $227,597-42.0% | $189,575-30.3% | $167,536-21.2% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.4%-28.4pp | 82.1%-32.1pp |
| Annual return | 13.57% | 78.44%-64.9pp | 64.19%-50.6pp | 478.82%-465.2pp |
| Employer contribution / active EE | $2,241 | $5,316-57.8% | $4,412-49.2% | $4,839-53.7% |
| Participant deferral / active EE | $3,283 | $7,002-53.1% | $6,174-46.8% | $6,342-48.2% |
| Admin fee / account holder | $900 | $11,877-92.4% | $9,806-90.8% | $12,315-92.7% |