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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 | $90,608 | $185,905-51.3% | $170,057-46.7% | $139,487-35.0% |
| Participation rate | 50.0% | 87.8%-37.8pp | 87.0%-37.0pp | 80.3%-30.3pp |
| Annual return | 21.71% | 60.56%-38.9pp | 53.42%-31.7pp | 373.84%-352.1pp |
| Employer contribution / active EE | $4,405 | $7,597-42.0% | $6,790-35.1% | $4,755-7.4% |
| Participant deferral / active EE | $6,776 | $11,627-41.7% | $10,411-34.9% | $6,713+0.9% |
| Admin fee / account holder | $1,401 | $15,397-90.9% | $12,826-89.1% | $11,407-87.7% |