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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 | $97,612 | $160,028-39.0% | $147,080-33.6% | $145,884-33.1% |
| Participation rate | 54.5% | 84.0%-29.5pp | 82.2%-27.6pp | 80.3%-25.8pp |
| Annual return | 11.05% | 98.60%-87.5pp | 420.17%-409.1pp | 551.85%-540.8pp |
| Employer contribution / active EE | $1,353 | $5,286-74.4% | $4,933-72.6% | $4,662-71.0% |
| Participant deferral / active EE | $2,845 | $8,422-66.2% | $8,066-64.7% | $6,690-57.5% |
| Admin fee / account holder | $5,681 | $15,030-62.2% | $12,989-56.3% | $13,392-57.6% |