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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 | $122,184 | $154,228-20.8% | $145,433-16.0% | $137,256-11.0% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 0.00% | 74.59%-74.6pp | 66.58%-66.6pp | 220.34%-220.3pp |
| Employer contribution / active EE | $26,676 | $4,804+455.3% | $4,554+485.7% | $4,156+541.9% |
| Participant deferral / active EE | $28,193 | $8,216+243.1% | $7,897+257.0% | $6,407+340.0% |
| Admin fee / account holder | $341 | $14,344-97.6% | $13,129-97.4% | $12,270-97.2% |