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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 | $56,158 | $185,141-69.7% | $153,416-63.4% | $155,188-63.8% |
| Participation rate | 50.0% | 79.9%-29.9pp | 74.3%-24.3pp | 80.8%-30.8pp |
| Annual return | 113.84% | 18.72%+95.1pp | 17.84%+96.0pp | 148.84%-35.0pp |
| Employer contribution / active EE | $3,861 | $4,489-14.0% | $3,764+2.6% | $4,248-9.1% |
| Participant deferral / active EE | $6,508 | $5,477+18.8% | $4,723+37.8% | $6,531-0.4% |
| Admin fee / account holder | $30,400 | $16,005+89.9% | $13,095+132.1% | $14,480+109.9% |