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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 | $99,133 | $148,623-33.3% | $135,974-27.1% | $139,466-28.9% |
| Participation rate | 61.5% | 83.9%-22.3pp | 81.9%-20.4pp | 80.3%-18.8pp |
| Annual return | 20.96% | 79.30%-58.3pp | 68.30%-47.3pp | 373.66%-352.7pp |
| Employer contribution / active EE | $2,534 | $5,246-51.7% | $4,859-47.9% | $4,754-46.7% |
| Participant deferral / active EE | $3,565 | $8,103-56.0% | $7,760-54.1% | $6,712-46.9% |
| Admin fee / account holder | $549 | $12,406-95.6% | $10,767-94.9% | $11,409-95.2% |