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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 | $91,239 | $289,211-68.5% | $260,467-65.0% | $198,609-54.1% |
| Participation rate | 50.0% | 83.1%-33.1pp | 80.5%-30.5pp | 82.4%-32.4pp |
| Annual return | 15.23% | 112.90%-97.7pp | 100.60%-85.4pp | 202.70%-187.5pp |
| Employer contribution / active EE | $1,667 | $4,663-64.3% | $4,239-60.7% | $5,055-67.0% |
| Participant deferral / active EE | $4,114 | $6,812-39.6% | $6,319-34.9% | $6,977-41.0% |
| Admin fee / account holder | $3,399 | $16,236-79.1% | $15,461-78.0% | $19,030-82.1% |