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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 | $91,695 | $156,398-41.4% | $147,318-37.8% | $138,895-34.0% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 13.12% | 78.75%-65.6pp | 70.43%-57.3pp | 145.39%-132.3pp |
| Employer contribution / active EE | $1,932 | $4,853-60.2% | $4,593-57.9% | $4,194-53.9% |
| Participant deferral / active EE | $5,623 | $8,237-31.7% | $7,906-28.9% | $6,396-12.1% |
| Admin fee / account holder | $3,835 | $14,976-74.4% | $13,708-72.0% | $12,562-69.5% |