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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 | $89,138 | $148,629-40.0% | $135,982-34.4% | $139,487-36.1% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 23.35% | 79.33%-56.0pp | 68.32%-45.0pp | 373.84%-350.5pp |
| Employer contribution / active EE | $1,990 | $5,247-62.1% | $4,859-59.0% | $4,755-58.1% |
| Participant deferral / active EE | $5,566 | $8,102-31.3% | $7,760-28.3% | $6,713-17.1% |
| Admin fee / account holder | $5,532 | $12,406-55.4% | $10,767-48.6% | $11,407-51.5% |