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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 | $125,264 | $165,381-24.3% | $149,730-16.3% | $158,966-21.2% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 11.63% | 348.29%-336.7pp | 276.70%-265.1pp | 302.95%-291.3pp |
| Employer contribution / active EE | $8,075 | $5,104+58.2% | $4,645+73.8% | $4,762+69.6% |
| Participant deferral / active EE | $3,042 | $7,182-57.6% | $6,843-55.5% | $5,983-49.2% |
| Admin fee / account holder | $3,037 | $10,809-71.9% | $9,310-67.4% | $11,250-73.0% |