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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 | $112,649 | $103,008+9.4% | $90,304+24.7% | $152,897-26.3% |
| Participation rate | 61.9% | 75.9%-14.0pp | 73.3%-11.4pp | 82.5%-20.5pp |
| Annual return | 22.75% | 95.22%-72.5pp | 78.13%-55.4pp | 345.43%-322.7pp |
| Employer contribution / active EE | $1,709 | $3,139-45.6% | $2,855-40.1% | $4,764-64.1% |
| Participant deferral / active EE | $3,568 | $4,281-16.7% | $3,885-8.2% | $5,851-39.0% |
| Admin fee / account holder | $7,076 | $6,175+14.6% | $5,354+32.2% | $11,599-39.0% |