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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 | $102,382-8.1% | $147,005-36.0% | $80,874+16.3% |
| Participation rate | 53.1% | 75.8%-22.7pp | 82.2%-29.0pp | 67.6%-14.5pp |
| Annual return | 16.45% | 134.89%-118.4pp | 418.76%-402.3pp | 35.62%-19.2pp |
| Employer contribution / active EE | $1,032 | $3,715-72.2% | $4,934-79.1% | $2,756-62.6% |
| Participant deferral / active EE | $4,269 | $6,646-35.8% | $8,070-47.1% | $4,297-0.7% |
| Admin fee / account holder | $3,067 | $7,942-61.4% | $13,006-76.4% | $6,935-55.8% |