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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 | $166,131-26.1% | $164,975-25.6% | $145,877-15.9% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 13.42% | 100.37%-86.9pp | 70.12%-56.7pp | 551.28%-537.9pp |
| Employer contribution / active EE | $12,500 | $5,276+136.9% | $4,343+187.8% | $4,663+168.1% |
| Participant deferral / active EE | $11,500 | $6,962+65.2% | $6,033+90.6% | $6,691+71.9% |
| Admin fee / account holder | $720 | $16,648-95.7% | $12,688-94.3% | $13,402-94.6% |