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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 | $116,256 | $172,111-32.5% | $150,298-22.6% | $137,256-15.3% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 23.47% | 69.37%-45.9pp | 62.79%-39.3pp | 220.34%-196.9pp |
| Employer contribution / active EE | $2,051 | $4,636-55.8% | $4,154-50.6% | $4,156-50.6% |
| Participant deferral / active EE | $5,835 | $6,166-5.4% | $5,453+7.0% | $6,407-8.9% |
| Admin fee / account holder | $920 | $16,471-94.4% | $14,116-93.5% | $12,270-92.5% |