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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 | $96,453 | $232,540-58.5% | $185,117-47.9% | $147,586-34.6% |
| Participation rate | 64.3% | 82.4%-18.1pp | 77.3%-13.0pp | 82.8%-18.5pp |
| Annual return | 18.69% | 43.03%-24.3pp | 40.50%-21.8pp | 578.59%-559.9pp |
| Employer contribution / active EE | $1,937 | $5,195-62.7% | $4,182-53.7% | $4,876-60.3% |
| Participant deferral / active EE | $3,485 | $5,834-40.3% | $5,045-30.9% | $5,439-35.9% |
| Admin fee / account holder | $1,278 | $10,275-87.6% | $8,159-84.3% | $10,886-88.3% |