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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 | $75,332 | $125,237-39.8% | $105,608-28.7% | $145,877-48.4% |
| Participation rate | 50.0% | 77.7%-27.7pp | 75.3%-25.3pp | 80.3%-30.3pp |
| Annual return | 11.69% | 225.76%-214.1pp | 116.50%-104.8pp | 551.28%-539.6pp |
| Employer contribution / active EE | $2,194 | $3,720-41.0% | $3,167-30.7% | $4,663-53.0% |
| Participant deferral / active EE | $3,914 | $5,711-31.5% | $5,010-21.9% | $6,691-41.5% |
| Admin fee / account holder | $5,720 | $17,287-66.9% | $11,028-48.1% | $13,402-57.3% |