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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 | $141,237 | $226,090-37.5% | $182,531-22.6% | $152,885-7.6% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.0%-28.0pp | 82.5%-32.5pp |
| Annual return | 20.13% | 192.57%-172.4pp | 148.57%-128.4pp | 345.39%-325.3pp |
| Employer contribution / active EE | $1,800 | $4,978-63.8% | $4,075-55.8% | $4,763-62.2% |
| Participant deferral / active EE | $9,500 | $6,369+49.2% | $5,525+71.9% | $5,851+62.4% |
| Admin fee / account holder | $1,286 | $10,705-88.0% | $8,593-85.0% | $11,598-88.9% |