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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 | $96,804 | $183,516-47.3% | $155,534-37.8% | $145,884-33.6% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 13.27% | 61.43%-48.2pp | 64.92%-51.6pp | 551.85%-538.6pp |
| Employer contribution / active EE | $1,889 | $5,315-64.5% | $4,675-59.6% | $4,662-59.5% |
| Participant deferral / active EE | $12,361 | $6,467+91.2% | $5,630+119.5% | $6,690+84.8% |
| Admin fee / account holder | $1,179 | $19,293-93.9% | $15,900-92.6% | $13,392-91.2% |