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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 | $93,715 | $208,088-55.0% | $186,193-49.7% | $154,746-39.4% |
| Participation rate | 25.0% | 80.0%-55.0pp | 77.1%-52.1pp | 80.7%-55.7pp |
| Annual return | 13.59% | 89.97%-76.4pp | 78.03%-64.4pp | 172.34%-158.7pp |
| Employer contribution / active EE | $769 | $4,340-82.3% | $3,918-80.4% | $4,379-82.4% |
| Participant deferral / active EE | $2,591 | $7,078-63.4% | $6,513-60.2% | $6,730-61.5% |
| Admin fee / account holder | $1,103 | $11,698-90.6% | $11,058-90.0% | $14,365-92.3% |