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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 | $107,124 | $183,516-41.6% | $155,534-31.1% | $145,884-26.6% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 10.12% | 61.43%-51.3pp | 64.92%-54.8pp | 551.85%-541.7pp |
| Employer contribution / active EE | $4,801 | $5,315-9.7% | $4,675+2.7% | $4,662+3.0% |
| Participant deferral / active EE | $8,000 | $6,467+23.7% | $5,630+42.1% | $6,690+19.6% |
| Admin fee / account holder | $19,788 | $19,293+2.6% | $15,900+24.5% | $13,392+47.8% |