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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 | $97,316 | $115,810-16.0% | $101,271-3.9% | $158,966-38.8% |
| Participation rate | 29.4% | 79.4%-50.0pp | 75.8%-46.4pp | 82.0%-52.6pp |
| Annual return | 20.08% | 56.15%-36.1pp | 46.48%-26.4pp | 302.95%-282.9pp |
| Employer contribution / active EE | $1,108 | $4,175-73.5% | $3,660-69.7% | $4,762-76.7% |
| Participant deferral / active EE | $3,554 | $4,958-28.3% | $4,371-18.7% | $5,983-40.6% |
| Admin fee / account holder | $5,184 | $7,248-28.5% | $5,948-12.8% | $11,250-53.9% |