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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 | $113,400 | $209,425-45.9% | $178,499-36.5% | $158,966-28.7% |
| Participation rate | 50.0% | 86.4%-36.4pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 18.17% | 188.80%-170.6pp | 151.10%-132.9pp | 302.95%-284.8pp |
| Employer contribution / active EE | $10,795 | $5,707+89.1% | $5,011+115.4% | $4,762+126.7% |
| Participant deferral / active EE | $22,000 | $5,955+269.4% | $5,202+322.9% | $5,983+267.7% |
| Admin fee / account holder | $854 | $17,078-95.0% | $13,986-93.9% | $11,250-92.4% |