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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 | $95,117 | $111,535-14.7% | $105,223-9.6% | $137,256-30.7% |
| Participation rate | 36.4% | 78.1%-41.7pp | 75.0%-38.7pp | 80.0%-43.6pp |
| Annual return | 11.96% | 237.85%-225.9pp | 180.65%-168.7pp | 220.34%-208.4pp |
| Employer contribution / active EE | $4,410 | $3,939+12.0% | $3,689+19.6% | $4,156+6.1% |
| Participant deferral / active EE | $6,199 | $5,500+12.7% | $5,072+22.2% | $6,407-3.2% |
| Admin fee / account holder | $5,462 | $9,721-43.8% | $8,859-38.3% | $12,270-55.5% |