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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 | $126,910 | $175,257-27.6% | $149,717-15.2% | $139,456-9.0% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 16.17% | 166.70%-150.5pp | 134.41%-118.2pp | 373.45%-357.3pp |
| Employer contribution / active EE | $1,893 | $5,477-65.4% | $4,820-60.7% | $4,753-60.2% |
| Participant deferral / active EE | $7,053 | $6,521+8.2% | $5,682+24.1% | $6,711+5.1% |
| Admin fee / account holder | $4,742 | $16,156-70.6% | $13,213-64.1% | $11,407-58.4% |