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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 | $114,965 | $197,637-41.8% | $177,848-35.4% | $158,982-27.7% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.7%-21.1pp | 82.0%-15.3pp |
| Annual return | 12.13% | 58.77%-46.6pp | 48.33%-36.2pp | 302.99%-290.9pp |
| Employer contribution / active EE | $4,600 | $6,698-31.3% | $5,919-22.3% | $4,763-3.4% |
| Participant deferral / active EE | $8,840 | $8,405+5.2% | $7,714+14.6% | $5,983+47.7% |
| Admin fee / account holder | $494 | $15,406-96.8% | $12,431-96.0% | $11,252-95.6% |