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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 | $95,330 | $166,131-42.6% | $164,975-42.2% | $145,877-34.6% |
| Participation rate | 56.3% | 82.0%-25.8pp | 78.6%-22.4pp | 80.3%-24.1pp |
| Annual return | 16.96% | 100.37%-83.4pp | 70.12%-53.2pp | 551.28%-534.3pp |
| Employer contribution / active EE | $3,352 | $5,276-36.5% | $4,343-22.8% | $4,663-28.1% |
| Participant deferral / active EE | $0 | $6,962-100.0% | $6,033-100.0% | $6,691-100.0% |
| Admin fee / account holder | $9,252 | $16,648-44.4% | $12,688-27.1% | $13,402-31.0% |