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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 | $177,156-68.3% | $147,027-61.8% | $154,746-63.7% |
| Participation rate | 50.0% | 79.4%-29.4pp | 73.7%-23.7pp | 80.7%-30.7pp |
| Annual return | 113.84% | 21.94%+91.9pp | 20.23%+93.6pp | 172.34%-58.5pp |
| Employer contribution / active EE | $3,861 | $4,336-11.0% | $3,626+6.5% | $4,379-11.8% |
| Participant deferral / active EE | $6,508 | $5,797+12.3% | $4,933+31.9% | $6,730-3.3% |
| Admin fee / account holder | $30,400 | $14,904+104.0% | $12,223+148.7% | $14,365+111.6% |