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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 | $171,492-46.1% | $150,734-38.7% | $198,609-53.5% |
| Participation rate | 45.0% | 81.4%-36.4pp | 78.4%-33.4pp | 82.4%-37.4pp |
| Annual return | 12.58% | 804.70%-792.1pp | 600.81%-588.2pp | 202.70%-190.1pp |
| Employer contribution / active EE | $1,974 | $5,470-63.9% | $4,918-59.9% | $5,055-60.9% |
| Participant deferral / active EE | $6,021 | $6,259-3.8% | $5,610+7.3% | $6,977-13.7% |
| Admin fee / account holder | $21,788 | $17,628+23.6% | $14,905+46.2% | $19,030+14.5% |