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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 | $121,883 | $112,933+7.9% | $90,970+34.0% | $158,982-23.3% |
| Participation rate | 50.0% | 74.7%-24.7pp | 69.0%-19.0pp | 82.0%-32.0pp |
| Annual return | 15.15% | 215.82%-200.7pp | 134.60%-119.4pp | 302.99%-287.8pp |
| Employer contribution / active EE | $1,323 | $2,893-54.3% | $2,122-37.7% | $4,763-72.2% |
| Participant deferral / active EE | $1,888 | $4,128-54.3% | $3,373-44.0% | $5,983-68.4% |
| Admin fee / account holder | $619 | $8,047-92.3% | $5,961-89.6% | $11,252-94.5% |