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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 | $90,724 | $185,312-51.0% | $161,489-43.8% | $154,746-41.4% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.7%-28.7pp | 80.7%-30.7pp |
| Annual return | 10.64% | 103.84%-93.2pp | 89.72%-79.1pp | 172.34%-161.7pp |
| Employer contribution / active EE | $6,380 | $4,769+33.8% | $4,268+49.5% | $4,379+45.7% |
| Participant deferral / active EE | $3,617 | $6,350-43.0% | $5,630-35.8% | $6,730-46.3% |
| Admin fee / account holder | $292,703 | $18,654+1469.1% | $16,006+1728.8% | $14,365+1937.6% |