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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 | $108,773 | $166,131-34.5% | $164,975-34.1% | $145,877-25.4% |
| Participation rate | 64.3% | 82.0%-17.7pp | 78.6%-14.3pp | 80.3%-16.0pp |
| Annual return | 11.06% | 100.37%-89.3pp | 70.12%-59.1pp | 551.28%-540.2pp |
| Employer contribution / active EE | $2,407 | $5,276-54.4% | $4,343-44.6% | $4,663-48.4% |
| Participant deferral / active EE | $5,689 | $6,962-18.3% | $6,033-5.7% | $6,691-15.0% |
| Admin fee / account holder | $2,395 | $16,648-85.6% | $12,688-81.1% | $13,402-82.1% |