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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 | $139,747 | $175,231-20.2% | $149,696-6.6% | $139,466+0.2% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 17.88% | 166.77%-148.9pp | 134.46%-116.6pp | 373.66%-355.8pp |
| Employer contribution / active EE | $5,120 | $5,478-6.5% | $4,821+6.2% | $4,754+7.7% |
| Participant deferral / active EE | $5,704 | $6,521-12.5% | $5,682+0.4% | $6,712-15.0% |
| Admin fee / account holder | $1,090 | $16,155-93.3% | $13,212-91.8% | $11,409-90.4% |