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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 | $111,535-13.7% | $105,223-8.5% | $137,256-29.9% |
| Participation rate | 55.6% | 78.1%-22.5pp | 75.0%-19.5pp | 80.0%-24.4pp |
| Annual return | 16.07% | 237.85%-221.8pp | 180.65%-164.6pp | 220.34%-204.3pp |
| Employer contribution / active EE | $2,664 | $3,939-32.4% | $3,689-27.8% | $4,156-35.9% |
| Participant deferral / active EE | $4,979 | $5,500-9.5% | $5,072-1.8% | $6,407-22.3% |
| Admin fee / account holder | $7,757 | $9,721-20.2% | $8,859-12.4% | $12,270-36.8% |