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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 | $96,760 | $165,361-41.5% | $149,715-35.4% | $158,950-39.1% |
| Participation rate | 41.7% | 84.6%-42.9pp | 82.5%-40.8pp | 82.0%-40.3pp |
| Annual return | 18.18% | 348.24%-330.1pp | 276.66%-258.5pp | 302.91%-284.7pp |
| Employer contribution / active EE | $1,908 | $5,103-62.6% | $4,645-58.9% | $4,762-59.9% |
| Participant deferral / active EE | $6,089 | $7,182-15.2% | $6,842-11.0% | $5,983+1.8% |
| Admin fee / account holder | $6,591 | $10,808-39.0% | $9,310-29.2% | $11,248-41.4% |