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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 | $112,809 | $183,516-38.5% | $155,534-27.5% | $145,884-22.7% |
| Participation rate | 54.5% | 82.7%-28.2pp | 78.2%-23.7pp | 80.3%-25.8pp |
| Annual return | 19.92% | 61.43%-41.5pp | 64.92%-45.0pp | 551.85%-531.9pp |
| Employer contribution / active EE | $2,661 | $5,315-49.9% | $4,675-43.1% | $4,662-42.9% |
| Participant deferral / active EE | $9,465 | $6,467+46.4% | $5,630+68.1% | $6,690+41.5% |
| Admin fee / account holder | $999 | $19,293-94.8% | $15,900-93.7% | $13,392-92.5% |