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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 | $116,185 | $165,381-29.7% | $149,730-22.4% | $158,966-26.9% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 20.41% | 348.29%-327.9pp | 276.70%-256.3pp | 302.95%-282.5pp |
| Employer contribution / active EE | $1,668 | $5,104-67.3% | $4,645-64.1% | $4,762-65.0% |
| Participant deferral / active EE | $6,330 | $7,182-11.9% | $6,843-7.5% | $5,983+5.8% |
| Admin fee / account holder | $330 | $10,809-96.9% | $9,310-96.5% | $11,250-97.1% |