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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 | $109,605 | $106,905+2.5% | $84,020+30.5% | $152,885-28.3% |
| Participation rate | 64.7% | 75.2%-10.5pp | 69.0%-4.3pp | 82.5%-17.7pp |
| Annual return | 16.32% | 105.00%-88.7pp | 71.31%-55.0pp | 345.39%-329.1pp |
| Employer contribution / active EE | $1,037 | $2,735-62.1% | $1,984-47.7% | $4,763-78.2% |
| Participant deferral / active EE | $2,693 | $4,012-32.9% | $3,239-16.9% | $5,851-54.0% |
| Admin fee / account holder | $4,281 | $8,287-48.3% | $6,101-29.8% | $11,598-63.1% |