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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 | $117,621 | $162,821-27.8% | $133,978-12.2% | $158,982-26.0% |
| Participation rate | 55.6% | 83.2%-27.7pp | 79.8%-24.3pp | 82.0%-26.4pp |
| Annual return | 8.84% | 41.95%-33.1pp | 45.10%-36.3pp | 302.99%-294.1pp |
| Employer contribution / active EE | $2,731 | $4,976-45.1% | $3,919-30.3% | $4,763-42.7% |
| Participant deferral / active EE | $7,226 | $5,910+22.3% | $5,047+43.2% | $5,983+20.8% |
| Admin fee / account holder | $10,081 | $11,742-14.1% | $8,930+12.9% | $11,252-10.4% |