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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 | $91,516 | $110,039-16.8% | $97,260-5.9% | $145,884-37.3% |
| Participation rate | 57.1% | 75.9%-18.8pp | 72.7%-15.5pp | 80.3%-23.2pp |
| Annual return | 22.56% | 244.44%-221.9pp | 75.54%-53.0pp | 551.85%-529.3pp |
| Employer contribution / active EE | $3,236 | $3,074+5.2% | $2,721+18.9% | $4,662-30.6% |
| Participant deferral / active EE | $4,301 | $4,674-8.0% | $4,262+0.9% | $6,690-35.7% |
| Admin fee / account holder | $388 | $6,204-93.7% | $5,640-93.1% | $13,392-97.1% |