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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 | $208,088-56.2% | $186,193-51.0% | $154,746-41.0% |
| Participation rate | 50.0% | 80.0%-30.0pp | 77.1%-27.1pp | 80.7%-30.7pp |
| Annual return | 15.23% | 89.97%-74.7pp | 78.03%-62.8pp | 172.34%-157.1pp |
| Employer contribution / active EE | $1,667 | $4,340-61.6% | $3,918-57.5% | $4,379-61.9% |
| Participant deferral / active EE | $4,114 | $7,078-41.9% | $6,513-36.8% | $6,730-38.9% |
| Admin fee / account holder | $3,399 | $11,698-70.9% | $11,058-69.3% | $14,365-76.3% |