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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 | $76,986 | $112,915-31.8% | $90,965-15.4% | $158,950-51.6% |
| Participation rate | 34.8% | 74.7%-40.0pp | 69.0%-34.2pp | 82.0%-47.2pp |
| Annual return | 18.15% | 215.75%-197.6pp | 134.57%-116.4pp | 302.91%-284.8pp |
| Employer contribution / active EE | $2,928 | $2,894+1.2% | $2,122+38.0% | $4,762-38.5% |
| Participant deferral / active EE | $2,770 | $4,128-32.9% | $3,373-17.9% | $5,983-53.7% |
| Admin fee / account holder | $944 | $8,044-88.3% | $5,960-84.2% | $11,248-91.6% |