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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 | $101,506 | $201,344-49.6% | $184,243-44.9% | $145,877-30.4% |
| Participation rate | 57.1% | 87.5%-30.4pp | 86.8%-29.7pp | 80.3%-23.2pp |
| Annual return | 21.34% | 29.01%-7.7pp | 28.82%-7.5pp | 551.28%-529.9pp |
| Employer contribution / active EE | $2,492 | $7,022-64.5% | $6,427-61.2% | $4,663-46.6% |
| Participant deferral / active EE | $5,307 | $9,807-45.9% | $9,132-41.9% | $6,691-20.7% |
| Admin fee / account holder | $3,209 | $16,382-80.4% | $13,914-76.9% | $13,402-76.1% |