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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 | $92,384 | $111,535-17.2% | $105,223-12.2% | $137,256-32.7% |
| Participation rate | 45.0% | 78.1%-33.1pp | 75.0%-30.0pp | 80.0%-35.0pp |
| Annual return | 12.58% | 237.85%-225.3pp | 180.65%-168.1pp | 220.34%-207.8pp |
| Employer contribution / active EE | $1,974 | $3,939-49.9% | $3,689-46.5% | $4,156-52.5% |
| Participant deferral / active EE | $6,021 | $5,500+9.5% | $5,072+18.7% | $6,407-6.0% |
| Admin fee / account holder | $21,788 | $9,721+124.1% | $8,859+145.9% | $12,270+77.6% |