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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 | $116,996 | $234,190-50.0% | $180,320-35.1% | $198,609-41.1% |
| Participation rate | 50.0% | 77.1%-27.1pp | 71.5%-21.5pp | 82.4%-32.4pp |
| Annual return | 8.55% | 1057.44%-1048.9pp | 778.54%-770.0pp | 202.70%-194.1pp |
| Employer contribution / active EE | $6,081 | $5,258+15.7% | $4,108+48.0% | $5,055+20.3% |
| Participant deferral / active EE | $11,750 | $4,988+135.5% | $4,304+173.0% | $6,977+68.4% |
| Admin fee / account holder | $1,508 | $12,558-88.0% | $10,000-84.9% | $19,030-92.1% |