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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 | $115,040 | $90,397+27.3% | $76,002+51.4% | $145,959-21.2% |
| Participation rate | 40.0% | 74.5%-34.5pp | 69.1%-29.1pp | 80.3%-40.3pp |
| Annual return | 13.84% | 621.97%-608.1pp | 360.07%-346.2pp | 561.95%-548.1pp |
| Employer contribution / active EE | $2,050 | $3,317-38.2% | $2,688-23.7% | $4,661-56.0% |
| Participant deferral / active EE | $6,506 | $5,163+26.0% | $4,257+52.8% | $6,689-2.7% |
| Admin fee / account holder | $18,679 | $8,369+123.2% | $6,414+191.2% | $13,398+39.4% |