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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 | $113,738 | $198,457-42.7% | $170,435-33.3% | $147,586-22.9% |
| Participation rate | 50.0% | 88.0%-38.0pp | 83.6%-33.6pp | 82.8%-32.8pp |
| Annual return | 15.91% | 257.30%-241.4pp | 205.94%-190.0pp | 578.59%-562.7pp |
| Employer contribution / active EE | $2,356 | $6,183-61.9% | $5,432-56.6% | $4,876-51.7% |
| Participant deferral / active EE | $3,273 | $5,629-41.9% | $4,939-33.7% | $5,439-39.8% |
| Admin fee / account holder | $475 | $16,852-97.2% | $13,881-96.6% | $10,886-95.6% |