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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 | $105,700 | $112,933-6.4% | $90,970+16.2% | $158,982-33.5% |
| Participation rate | 40.0% | 74.7%-34.7pp | 69.0%-29.0pp | 82.0%-42.0pp |
| Annual return | 15.83% | 215.82%-200.0pp | 134.60%-118.8pp | 302.99%-287.2pp |
| Employer contribution / active EE | $1,074 | $2,893-62.9% | $2,122-49.4% | $4,763-77.5% |
| Participant deferral / active EE | $2,351 | $4,128-43.0% | $3,373-30.3% | $5,983-60.7% |
| Admin fee / account holder | $954 | $8,047-88.1% | $5,961-84.0% | $11,252-91.5% |