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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 | $94,614 | $125,184-24.4% | $105,607-10.4% | $145,884-35.1% |
| Participation rate | 43.5% | 77.6%-34.2pp | 75.3%-31.8pp | 80.3%-36.8pp |
| Annual return | 13.77% | 225.00%-211.2pp | 116.11%-102.3pp | 551.85%-538.1pp |
| Employer contribution / active EE | $1,329 | $3,720-64.3% | $3,167-58.0% | $4,662-71.5% |
| Participant deferral / active EE | $2,223 | $5,714-61.1% | $5,011-55.6% | $6,690-66.8% |
| Admin fee / account holder | $2,336 | $17,133-86.4% | $10,958-78.7% | $13,392-82.6% |