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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 | $116,856 | $226,105-48.3% | $182,540-36.0% | $152,897-23.6% |
| Participation rate | 52.6% | 82.5%-29.8pp | 78.0%-25.3pp | 82.5%-29.8pp |
| Annual return | 19.30% | 192.58%-173.3pp | 148.58%-129.3pp | 345.43%-326.1pp |
| Employer contribution / active EE | $1,799 | $4,978-63.9% | $4,076-55.9% | $4,764-62.2% |
| Participant deferral / active EE | $4,834 | $6,370-24.1% | $5,525-12.5% | $5,851-17.4% |
| Admin fee / account holder | $19,653 | $10,706+83.6% | $8,593+128.7% | $11,599+69.4% |