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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 | $125,794 | $198,457-36.6% | $170,435-26.2% | $147,586-14.8% |
| Participation rate | 50.0% | 88.0%-38.0pp | 83.6%-33.6pp | 82.8%-32.8pp |
| Annual return | 25.31% | 257.30%-232.0pp | 205.94%-180.6pp | 578.59%-553.3pp |
| Employer contribution / active EE | $6,419 | $6,183+3.8% | $5,432+18.2% | $4,876+31.6% |
| Participant deferral / active EE | $4,500 | $5,629-20.1% | $4,939-8.9% | $5,439-17.3% |
| Admin fee / account holder | $3,116 | $16,852-81.5% | $13,881-77.6% | $10,886-71.4% |