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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 | $85,219 | $165,399-48.5% | $149,745-43.1% | $158,982-46.4% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 22.13% | 348.34%-326.2pp | 276.72%-254.6pp | 302.99%-280.9pp |
| Employer contribution / active EE | $1,814 | $5,105-64.5% | $4,646-61.0% | $4,763-61.9% |
| Participant deferral / active EE | $7,929 | $7,183+10.4% | $6,843+15.9% | $5,983+32.5% |
| Admin fee / account holder | $10,258 | $10,811-5.1% | $9,312+10.2% | $11,252-8.8% |