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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 | $124,018 | $165,361-25.0% | $149,715-17.2% | $158,950-22.0% |
| Participation rate | 33.3% | 84.6%-51.2pp | 82.5%-49.1pp | 82.0%-48.6pp |
| Annual return | 13.45% | 348.24%-334.8pp | 276.66%-263.2pp | 302.91%-289.5pp |
| Employer contribution / active EE | $2,266 | $5,103-55.6% | $4,645-51.2% | $4,762-52.4% |
| Participant deferral / active EE | $8,500 | $7,182+18.4% | $6,842+24.2% | $5,983+42.1% |
| Admin fee / account holder | $716 | $10,808-93.4% | $9,310-92.3% | $11,248-93.6% |