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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 | $111,857 | $152,619-26.7% | $125,195-10.7% | $152,909-26.8% |
| Participation rate | 60.0% | 83.3%-23.3pp | 79.8%-19.8pp | 82.5%-22.5pp |
| Annual return | 16.86% | 54.85%-38.0pp | 43.79%-26.9pp | 345.46%-328.6pp |
| Employer contribution / active EE | $1,892 | $4,947-61.8% | $3,866-51.1% | $4,764-60.3% |
| Participant deferral / active EE | $4,030 | $5,869-31.3% | $4,937-18.4% | $5,851-31.1% |
| Admin fee / account holder | $9,367 | $13,437-30.3% | $9,704-3.5% | $11,601-19.3% |