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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 | $85,701 | $129,737-33.9% | $119,126-28.1% | $154,746-44.6% |
| Participation rate | 42.9% | 78.9%-36.0pp | 75.8%-32.9pp | 80.7%-37.8pp |
| Annual return | 17.12% | 379.08%-362.0pp | 282.11%-265.0pp | 172.34%-155.2pp |
| Employer contribution / active EE | $2,703 | $4,375-38.2% | $4,034-33.0% | $4,379-38.3% |
| Participant deferral / active EE | $4,140 | $5,842-29.1% | $5,318-22.1% | $6,730-38.5% |
| Admin fee / account holder | $770 | $11,961-93.6% | $10,693-92.8% | $14,365-94.6% |