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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 | $95,815 | $129,737-26.1% | $119,126-19.6% | $154,746-38.1% |
| Participation rate | 62.5% | 78.9%-16.4pp | 75.8%-13.3pp | 80.7%-18.2pp |
| Annual return | 16.70% | 379.08%-362.4pp | 282.11%-265.4pp | 172.34%-155.6pp |
| Employer contribution / active EE | $1,582 | $4,375-63.8% | $4,034-60.8% | $4,379-63.9% |
| Participant deferral / active EE | $5,649 | $5,842-3.3% | $5,318+6.2% | $6,730-16.1% |
| Admin fee / account holder | $4,176 | $11,961-65.1% | $10,693-60.9% | $14,365-70.9% |