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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 | $122,575 | $289,211-57.6% | $260,467-52.9% | $198,609-38.3% |
| Participation rate | 50.0% | 83.1%-33.1pp | 80.5%-30.5pp | 82.4%-32.4pp |
| Annual return | 14.38% | 112.90%-98.5pp | 100.60%-86.2pp | 202.70%-188.3pp |
| Employer contribution / active EE | $2,060 | $4,663-55.8% | $4,239-51.4% | $5,055-59.3% |
| Participant deferral / active EE | $6,090 | $6,812-10.6% | $6,319-3.6% | $6,977-12.7% |
| Admin fee / account holder | $22,004 | $16,236+35.5% | $15,461+42.3% | $19,030+15.6% |