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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 | $101,049 | $110,379-8.5% | $102,412-1.3% | $145,884-30.7% |
| Participation rate | 42.9% | 77.9%-35.1pp | 74.5%-31.6pp | 80.3%-37.4pp |
| Annual return | 14.71% | 24.84%-10.1pp | 24.94%-10.2pp | 551.85%-537.1pp |
| Employer contribution / active EE | $2,559 | $4,216-39.3% | $3,870-33.9% | $4,662-45.1% |
| Participant deferral / active EE | $6,589 | $5,622+17.2% | $5,060+30.2% | $6,690-1.5% |
| Admin fee / account holder | $2,639 | $9,745-72.9% | $8,388-68.5% | $13,392-80.3% |