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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 | $106,554 | $228,352-53.3% | $185,827-42.7% | $158,950-33.0% |
| Participation rate | 44.4% | 82.3%-37.9pp | 78.0%-33.6pp | 82.0%-37.5pp |
| Annual return | 14.46% | 40.81%-26.3pp | 35.96%-21.5pp | 302.91%-288.4pp |
| Employer contribution / active EE | $1,999 | $4,967-59.8% | $4,087-51.1% | $4,762-58.0% |
| Participant deferral / active EE | $2,922 | $6,416-54.5% | $5,633-48.1% | $5,983-51.2% |
| Admin fee / account holder | $785 | $11,867-93.4% | $9,502-91.7% | $11,248-93.0% |