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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 | $114,267 | $217,432-47.4% | $185,849-38.5% | $167,536-31.8% |
| Participation rate | 50.0% | 86.1%-36.1pp | 81.7%-31.7pp | 82.1%-32.1pp |
| Annual return | 14.40% | 148.42%-134.0pp | 122.10%-107.7pp | 478.82%-464.4pp |
| Employer contribution / active EE | $1,605 | $5,875-72.7% | $5,169-69.0% | $4,839-66.8% |
| Participant deferral / active EE | $3,866 | $6,357-39.2% | $5,569-30.6% | $6,342-39.0% |
| Admin fee / account holder | $983 | $19,818-95.0% | $16,244-94.0% | $12,315-92.0% |