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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 | $90,218 | $111,535-19.1% | $105,223-14.3% | $137,256-34.3% |
| Participation rate | 57.1% | 78.1%-20.9pp | 75.0%-17.9pp | 80.0%-22.8pp |
| Annual return | 16.47% | 237.85%-221.4pp | 180.65%-164.2pp | 220.34%-203.9pp |
| Employer contribution / active EE | $1,165 | $3,939-70.4% | $3,689-68.4% | $4,156-72.0% |
| Participant deferral / active EE | $3,957 | $5,500-28.1% | $5,072-22.0% | $6,407-38.2% |
| Admin fee / account holder | $930 | $9,721-90.4% | $8,859-89.5% | $12,270-92.4% |