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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 | $118,398 | $175,257-32.4% | $149,717-20.9% | $139,456-15.1% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 10.90% | 166.70%-155.8pp | 134.41%-123.5pp | 373.45%-362.5pp |
| Employer contribution / active EE | $4,731 | $5,477-13.6% | $4,820-1.8% | $4,753-0.5% |
| Participant deferral / active EE | $3,402 | $6,521-47.8% | $5,682-40.1% | $6,711-49.3% |
| Admin fee / account holder | $746 | $16,156-95.4% | $13,213-94.4% | $11,407-93.5% |