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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 | $90,726 | $90,397+0.4% | $76,002+19.4% | $145,959-37.8% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.1%-19.1pp | 80.3%-30.3pp |
| Annual return | 9.64% | 621.97%-612.3pp | 360.07%-350.4pp | 561.95%-552.3pp |
| Employer contribution / active EE | $2,022 | $3,317-39.0% | $2,688-24.8% | $4,661-56.6% |
| Participant deferral / active EE | $2,077 | $5,163-59.8% | $4,257-51.2% | $6,689-68.9% |
| Admin fee / account holder | $1,009 | $8,369-88.0% | $6,414-84.3% | $13,398-92.5% |