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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 | $110,992 | $112,933-1.7% | $90,970+22.0% | $158,982-30.2% |
| Participation rate | 42.9% | 74.7%-31.9pp | 69.0%-26.2pp | 82.0%-39.1pp |
| Annual return | 15.26% | 215.82%-200.6pp | 134.60%-119.3pp | 302.99%-287.7pp |
| Employer contribution / active EE | $787 | $2,893-72.8% | $2,122-62.9% | $4,763-83.5% |
| Participant deferral / active EE | $1,087 | $4,128-73.7% | $3,373-67.8% | $5,983-81.8% |
| Admin fee / account holder | $1,208 | $8,047-85.0% | $5,961-79.7% | $11,252-89.3% |