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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 | $120,316 | $183,627-34.5% | $155,602-22.7% | $145,978-17.6% |
| Participation rate | 55.6% | 82.7%-27.1pp | 78.2%-22.6pp | 80.3%-24.7pp |
| Annual return | 26.88% | 61.32%-34.4pp | 64.81%-37.9pp | 550.52%-523.6pp |
| Employer contribution / active EE | $2,385 | $5,316-55.1% | $4,675-49.0% | $4,662-48.8% |
| Participant deferral / active EE | $4,558 | $6,466-29.5% | $5,629-19.0% | $6,690-31.9% |
| Admin fee / account holder | $787 | $19,327-95.9% | $15,923-95.1% | $13,400-94.1% |