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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 | $94,264 | $115,810-18.6% | $101,271-6.9% | $158,966-40.7% |
| Participation rate | 60.0% | 79.4%-19.4pp | 75.8%-15.8pp | 82.0%-22.0pp |
| Annual return | 30.35% | 56.15%-25.8pp | 46.48%-16.1pp | 302.95%-272.6pp |
| Employer contribution / active EE | $2,796 | $4,175-33.0% | $3,660-23.6% | $4,762-41.3% |
| Participant deferral / active EE | $7,800 | $4,958+57.3% | $4,371+78.5% | $5,983+30.4% |
| Admin fee / account holder | $9,287 | $7,248+28.1% | $5,948+56.2% | $11,250-17.4% |