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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 | $118,912 | $176,105-32.5% | $159,474-25.4% | $167,536-29.0% |
| Participation rate | 50.0% | 85.0%-35.0pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 31.79% | 331.91%-300.1pp | 263.68%-231.9pp | 478.82%-447.0pp |
| Employer contribution / active EE | $2,863 | $5,299-46.0% | $4,831-40.7% | $4,839-40.8% |
| Participant deferral / active EE | $9,622 | $7,751+24.1% | $7,353+30.9% | $6,342+51.7% |
| Admin fee / account holder | $499 | $12,559-96.0% | $10,802-95.4% | $12,315-95.9% |