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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 | $108,886 | $227,291-52.1% | $214,702-49.3% | $155,188-29.8% |
| Participation rate | 50.0% | 88.0%-38.0pp | 87.5%-37.5pp | 80.8%-30.8pp |
| Annual return | 13.77% | 60.08%-46.3pp | 54.55%-40.8pp | 148.84%-135.1pp |
| Employer contribution / active EE | $2,304 | $6,772-66.0% | $6,461-64.3% | $4,248-45.8% |
| Participant deferral / active EE | $8,752 | $9,582-8.7% | $9,147-4.3% | $6,531+34.0% |
| Admin fee / account holder | $538 | $20,413-97.4% | $19,830-97.3% | $14,480-96.3% |