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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 | $111,535-14.1% | $105,223-8.9% | $137,256-30.2% |
| Participation rate | 62.5% | 78.1%-15.6pp | 75.0%-12.5pp | 80.0%-17.5pp |
| Annual return | 16.70% | 237.85%-221.2pp | 180.65%-163.9pp | 220.34%-203.6pp |
| Employer contribution / active EE | $1,582 | $3,939-59.9% | $3,689-57.1% | $4,156-61.9% |
| Participant deferral / active EE | $5,649 | $5,500+2.7% | $5,072+11.4% | $6,407-11.8% |
| Admin fee / account holder | $4,176 | $9,721-57.0% | $8,859-52.9% | $12,270-66.0% |