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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 | $81,806 | $134,817-39.3% | $123,973-34.0% | $155,188-47.3% |
| Participation rate | 52.2% | 79.4%-27.2pp | 76.7%-24.5pp | 80.8%-28.6pp |
| Annual return | 21.60% | 515.49%-493.9pp | 388.13%-366.5pp | 148.84%-127.2pp |
| Employer contribution / active EE | $2,017 | $4,425-54.4% | $4,126-51.1% | $4,248-52.5% |
| Participant deferral / active EE | $6,723 | $5,706+17.8% | $5,247+28.1% | $6,531+2.9% |
| Admin fee / account holder | $802 | $13,245-93.9% | $11,799-93.2% | $14,480-94.5% |