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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 | $96,119 | $111,535-13.8% | $105,223-8.7% | $137,256-30.0% |
| Participation rate | 54.5% | 78.1%-23.5pp | 75.0%-20.5pp | 80.0%-25.4pp |
| Annual return | 23.75% | 237.85%-214.1pp | 180.65%-156.9pp | 220.34%-196.6pp |
| Employer contribution / active EE | $866 | $3,939-78.0% | $3,689-76.5% | $4,156-79.2% |
| Participant deferral / active EE | $6,516 | $5,500+18.5% | $5,072+28.5% | $6,407+1.7% |
| Admin fee / account holder | $2,722 | $9,721-72.0% | $8,859-69.3% | $12,270-77.8% |