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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 | $113,803 | $183,627-38.0% | $155,602-26.9% | $145,978-22.0% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 12.02% | 61.32%-49.3pp | 64.81%-52.8pp | 550.52%-538.5pp |
| Employer contribution / active EE | $1,249 | $5,316-76.5% | $4,675-73.3% | $4,662-73.2% |
| Participant deferral / active EE | $4,486 | $6,466-30.6% | $5,629-20.3% | $6,690-32.9% |
| Admin fee / account holder | $94,139 | $19,327+387.1% | $15,923+491.2% | $13,400+602.5% |