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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 | $79,411 | $112,935-29.7% | $90,970-12.7% | $158,966-50.0% |
| Participation rate | 45.0% | 74.7%-29.7pp | 69.0%-24.0pp | 82.0%-37.0pp |
| Annual return | 16.14% | 215.79%-199.6pp | 134.58%-118.4pp | 302.95%-286.8pp |
| Employer contribution / active EE | $2,019 | $2,895-30.2% | $2,122-4.9% | $4,762-57.6% |
| Participant deferral / active EE | $1,373 | $4,129-66.7% | $3,373-59.3% | $5,983-77.0% |
| Admin fee / account holder | $8,979 | $8,045+11.6% | $5,960+50.6% | $11,250-20.2% |