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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 | $93,914 | $105,158-10.7% | $94,672-0.8% | $139,487-32.7% |
| Participation rate | 60.0% | 82.4%-22.4pp | 80.8%-20.8pp | 80.3%-20.3pp |
| Annual return | 12.79% | 38.11%-25.3pp | 156.89%-144.1pp | 373.84%-361.1pp |
| Employer contribution / active EE | $2,687 | $4,107-34.6% | $3,673-26.9% | $4,755-43.5% |
| Participant deferral / active EE | $4,515 | $7,599-40.6% | $7,417-39.1% | $6,713-32.7% |
| Admin fee / account holder | $2,754 | $8,972-69.3% | $7,222-61.9% | $11,407-75.9% |