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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 | $99,873 | $162,785-38.6% | $133,959-25.4% | $158,950-37.2% |
| Participation rate | 58.8% | 83.2%-24.4pp | 79.8%-21.0pp | 82.0%-23.1pp |
| Annual return | 15.53% | 41.94%-26.4pp | 45.09%-29.6pp | 302.91%-287.4pp |
| Employer contribution / active EE | $2,067 | $4,975-58.5% | $3,919-47.2% | $4,762-56.6% |
| Participant deferral / active EE | $6,738 | $5,910+14.0% | $5,047+33.5% | $5,983+12.6% |
| Admin fee / account holder | $4,048 | $11,738-65.5% | $8,928-54.7% | $11,248-64.0% |