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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 | $120,872 | $157,296-23.2% | $141,191-14.4% | $152,897-20.9% |
| Participation rate | 12.5% | 84.8%-72.3pp | 82.5%-70.0pp | 82.5%-70.0pp |
| Annual return | 18.89% | 64.34%-45.4pp | 71.41%-52.5pp | 345.43%-326.5pp |
| Employer contribution / active EE | $8,507 | $5,262+61.7% | $4,736+79.6% | $4,764+78.6% |
| Participant deferral / active EE | $4,344 | $7,111-38.9% | $6,710-35.3% | $5,851-25.8% |
| Admin fee / account holder | $510 | $12,125-95.8% | $10,264-95.0% | $11,599-95.6% |