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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 | $93,013 | $109,344-14.9% | $89,400+4.0% | $158,950-41.5% |
| Participation rate | 57.1% | 74.3%-17.1pp | 68.0%-10.8pp | 82.0%-24.8pp |
| Annual return | 16.30% | 345.73%-329.4pp | 245.64%-229.3pp | 302.91%-286.6pp |
| Employer contribution / active EE | $1,043 | $3,170-67.1% | $2,586-59.7% | $4,762-78.1% |
| Participant deferral / active EE | $3,453 | $4,599-24.9% | $3,890-11.2% | $5,983-42.3% |
| Admin fee / account holder | $523 | $6,154-91.5% | $4,882-89.3% | $11,248-95.3% |