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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 | $103,054 | $165,399-37.7% | $149,745-31.2% | $158,982-35.2% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 10.48% | 348.34%-337.9pp | 276.72%-266.2pp | 302.99%-292.5pp |
| Employer contribution / active EE | $2,404 | $5,105-52.9% | $4,646-48.3% | $4,763-49.5% |
| Participant deferral / active EE | $3,809 | $7,183-47.0% | $6,843-44.3% | $5,983-36.3% |
| Admin fee / account holder | $12,906 | $10,811+19.4% | $9,312+38.6% | $11,252+14.7% |