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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 | $122,748 | $166,268-26.2% | $165,100-25.7% | $145,897-15.9% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 13.42% | 100.52%-87.1pp | 70.21%-56.8pp | 552.29%-538.9pp |
| Employer contribution / active EE | $12,500 | $5,284+136.6% | $4,348+187.5% | $4,663+168.1% |
| Participant deferral / active EE | $11,500 | $6,964+65.1% | $6,035+90.5% | $6,689+71.9% |
| Admin fee / account holder | $720 | $16,659-95.7% | $12,696-94.3% | $13,390-94.6% |