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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 | $96,252 | $129,737-25.8% | $119,126-19.2% | $154,746-37.8% |
| Participation rate | 55.6% | 78.9%-23.3pp | 75.8%-20.2pp | 80.7%-25.1pp |
| Annual return | 16.07% | 379.08%-363.0pp | 282.11%-266.0pp | 172.34%-156.3pp |
| Employer contribution / active EE | $2,664 | $4,375-39.1% | $4,034-33.9% | $4,379-39.2% |
| Participant deferral / active EE | $4,979 | $5,842-14.8% | $5,318-6.4% | $6,730-26.0% |
| Admin fee / account holder | $7,757 | $11,961-35.1% | $10,693-27.5% | $14,365-46.0% |