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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 | $121,551 | $183,539-33.8% | $155,556-21.9% | $145,897-16.7% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 19.77% | 61.31%-41.5pp | 64.84%-45.1pp | 552.29%-532.5pp |
| Employer contribution / active EE | $2,077 | $5,315-60.9% | $4,675-55.6% | $4,663-55.5% |
| Participant deferral / active EE | $5,337 | $6,467-17.5% | $5,631-5.2% | $6,689-20.2% |
| Admin fee / account holder | $7,721 | $19,275-59.9% | $15,885-51.4% | $13,390-42.3% |