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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 | $92,033 | $67,823+35.7% | $52,425+75.6% | $137,256-32.9% |
| Participation rate | 36.4% | 63.9%-27.5pp | 55.6%-19.3pp | 80.0%-43.6pp |
| Annual return | 13.87% | 219.11%-205.2pp | 302.12%-288.2pp | 220.34%-206.5pp |
| Employer contribution / active EE | $486 | $1,163-58.2% | $914-46.9% | $4,156-88.3% |
| Participant deferral / active EE | $6,437 | $2,288+181.4% | $1,790+259.5% | $6,407+0.5% |
| Admin fee / account holder | $1,962 | $2,844-31.0% | $2,495-21.4% | $12,270-84.0% |