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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 | $94,094 | $102,422-8.1% | $147,117-36.0% | $80,959+16.2% |
| Participation rate | 53.1% | 75.9%-22.7pp | 82.2%-29.1pp | 67.7%-14.5pp |
| Annual return | 16.45% | 135.16%-118.7pp | 420.54%-404.1pp | 35.67%-19.2pp |
| Employer contribution / active EE | $1,032 | $3,717-72.3% | $4,932-79.1% | $2,757-62.6% |
| Participant deferral / active EE | $4,269 | $6,652-35.8% | $8,065-47.1% | $4,300-0.7% |
| Admin fee / account holder | $3,067 | $7,953-61.4% | $12,993-76.4% | $6,925-55.7% |