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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 | $108,781 | $157,829-31.1% | $136,867-20.5% | $198,609-45.2% |
| Participation rate | 42.9% | 77.2%-34.3pp | 74.5%-31.7pp | 82.4%-39.5pp |
| Annual return | 13.11% | 51.25%-38.1pp | 42.97%-29.9pp | 202.70%-189.6pp |
| Employer contribution / active EE | $2,351 | $3,923-40.1% | $3,547-33.7% | $5,055-53.5% |
| Participant deferral / active EE | $5,714 | $5,463+4.6% | $4,924+16.1% | $6,977-18.1% |
| Admin fee / account holder | $2,334 | $11,107-79.0% | $10,340-77.4% | $19,030-87.7% |