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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 | $88,267 | $183,592-51.9% | $155,567-43.3% | $145,959-39.5% |
| Participation rate | 33.3% | 82.7%-49.3pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | 9.72% | 61.24%-51.5pp | 64.74%-55.0pp | 561.95%-552.2pp |
| Employer contribution / active EE | $3,499 | $5,315-34.2% | $4,674-25.1% | $4,661-24.9% |
| Participant deferral / active EE | $6,378 | $6,464-1.3% | $5,628+13.3% | $6,689-4.6% |
| Admin fee / account holder | $5,312 | $19,318-72.5% | $15,916-66.6% | $13,398-60.4% |