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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 | $111,814-9.6% | $103,378-2.3% | $145,978-30.8% |
| Participation rate | 42.9% | 77.9%-35.1pp | 74.5%-31.7pp | 80.3%-37.4pp |
| Annual return | 14.71% | 24.80%-10.1pp | 24.91%-10.2pp | 550.52%-535.8pp |
| Employer contribution / active EE | $2,559 | $4,215-39.3% | $3,870-33.9% | $4,662-45.1% |
| Participant deferral / active EE | $6,589 | $5,618+17.3% | $5,058+30.3% | $6,690-1.5% |
| Admin fee / account holder | $2,639 | $9,764-73.0% | $8,401-68.6% | $13,400-80.3% |