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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 | $120,012 | $111,814+7.3% | $103,374+16.1% | $145,959-17.8% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 49.04% | 24.77%+24.3pp | 24.89%+24.1pp | 561.95%-512.9pp |
| Employer contribution / active EE | $3,965 | $4,214-5.9% | $3,869+2.5% | $4,661-14.9% |
| Participant deferral / active EE | $9,451 | $5,618+68.2% | $5,058+86.9% | $6,689+41.3% |
| Admin fee / account holder | $5,196 | $9,754-46.7% | $8,394-38.1% | $13,398-61.2% |