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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 | $102,125 | $172,111-40.7% | $150,298-32.1% | $137,256-25.6% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 521.26% | 69.37%+451.9pp | 62.79%+458.5pp | 220.34%+300.9pp |
| Employer contribution / active EE | $1,342 | $4,636-71.1% | $4,154-67.7% | $4,156-67.7% |
| Participant deferral / active EE | $6,914 | $6,166+12.1% | $5,453+26.8% | $6,407+7.9% |
| Admin fee / account holder | $742 | $16,471-95.5% | $14,116-94.7% | $12,270-94.0% |