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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 | $107,291 | $165,361-35.1% | $149,715-28.3% | $158,950-32.5% |
| Participation rate | 57.1% | 84.6%-27.4pp | 82.5%-25.3pp | 82.0%-24.8pp |
| Annual return | 14.81% | 348.24%-333.4pp | 276.66%-261.9pp | 302.91%-288.1pp |
| Employer contribution / active EE | $2,029 | $5,103-60.2% | $4,645-56.3% | $4,762-57.4% |
| Participant deferral / active EE | $3,585 | $7,182-50.1% | $6,842-47.6% | $5,983-40.1% |
| Admin fee / account holder | $688 | $10,808-93.6% | $9,310-92.6% | $11,248-93.9% |