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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 | $129,737-28.8% | $119,126-22.4% | $154,746-40.3% |
| Participation rate | 45.0% | 78.9%-33.9pp | 75.8%-30.8pp | 80.7%-35.7pp |
| Annual return | 12.58% | 379.08%-366.5pp | 282.11%-269.5pp | 172.34%-159.8pp |
| Employer contribution / active EE | $1,974 | $4,375-54.9% | $4,034-51.1% | $4,379-54.9% |
| Participant deferral / active EE | $6,021 | $5,842+3.1% | $5,318+13.2% | $6,730-10.5% |
| Admin fee / account holder | $21,788 | $11,961+82.2% | $10,693+103.8% | $14,365+51.7% |