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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 | $92,457 | $183,539-49.6% | $155,556-40.6% | $145,897-36.6% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 13.26% | 61.31%-48.0pp | 64.84%-51.6pp | 552.29%-539.0pp |
| Employer contribution / active EE | $2,205 | $5,315-58.5% | $4,675-52.8% | $4,663-52.7% |
| Participant deferral / active EE | $5,254 | $6,467-18.7% | $5,631-6.7% | $6,689-21.5% |
| Admin fee / account holder | $15,352 | $19,275-20.3% | $15,885-3.4% | $13,390+14.7% |