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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 | $120,192 | $217,432-44.7% | $185,849-35.3% | $167,536-28.3% |
| Participation rate | 50.0% | 86.1%-36.1pp | 81.7%-31.7pp | 82.1%-32.1pp |
| Annual return | 23.00% | 148.42%-125.4pp | 122.10%-99.1pp | 478.82%-455.8pp |
| Employer contribution / active EE | $2,187 | $5,875-62.8% | $5,169-57.7% | $4,839-54.8% |
| Participant deferral / active EE | $4,012 | $6,357-36.9% | $5,569-28.0% | $6,342-36.7% |
| Admin fee / account holder | $588 | $19,818-97.0% | $16,244-96.4% | $12,315-95.2% |