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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 | $134,817-28.9% | $123,973-22.7% | $155,188-38.3% |
| Participation rate | 62.5% | 79.4%-16.9pp | 76.7%-14.2pp | 80.8%-18.3pp |
| Annual return | 16.70% | 515.49%-498.8pp | 388.13%-371.4pp | 148.84%-132.1pp |
| Employer contribution / active EE | $1,582 | $4,425-64.3% | $4,126-61.7% | $4,248-62.8% |
| Participant deferral / active EE | $5,649 | $5,706-1.0% | $5,247+7.7% | $6,531-13.5% |
| Admin fee / account holder | $4,176 | $13,245-68.5% | $11,799-64.6% | $14,480-71.2% |