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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 | $91,511 | $157,829-42.0% | $136,867-33.1% | $198,609-53.9% |
| Participation rate | 62.5% | 77.2%-14.7pp | 74.5%-12.0pp | 82.4%-19.9pp |
| Annual return | 8.38% | 51.25%-42.9pp | 42.97%-34.6pp | 202.70%-194.3pp |
| Employer contribution / active EE | $3,540 | $3,923-9.8% | $3,547-0.2% | $5,055-30.0% |
| Participant deferral / active EE | $5,071 | $5,463-7.2% | $4,924+3.0% | $6,977-27.3% |
| Admin fee / account holder | $39,845 | $11,107+258.7% | $10,340+285.3% | $19,030+109.4% |