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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 | $162,359 | $201,344-19.4% | $184,243-11.9% | $145,877+11.3% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 19.51% | 29.01%-9.5pp | 28.82%-9.3pp | 551.28%-531.8pp |
| Employer contribution / active EE | $3,600 | $7,022-48.7% | $6,427-44.0% | $4,663-22.8% |
| Participant deferral / active EE | $34,650 | $9,807+253.3% | $9,132+279.4% | $6,691+417.9% |
| Admin fee / account holder | $18,850 | $16,382+15.1% | $13,914+35.5% | $13,402+40.6% |