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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 | $124,303 | $183,627-32.3% | $155,602-20.1% | $145,978-14.8% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 29.77% | 61.32%-31.5pp | 64.81%-35.0pp | 550.52%-520.7pp |
| Employer contribution / active EE | $17,315 | $5,316+225.7% | $4,675+270.3% | $4,662+271.4% |
| Participant deferral / active EE | $0 | $6,466-100.0% | $5,629-100.0% | $6,690-100.0% |
| Admin fee / account holder | $926 | $19,327-95.2% | $15,923-94.2% | $13,400-93.1% |