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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 | $91,135 | $111,785-18.5% | $93,669-2.7% | $145,877-37.5% |
| Participation rate | 68.8% | 74.2%-5.5pp | 68.7%0pp | 80.3%-11.6pp |
| Annual return | 8.34% | 203.79%-195.4pp | 133.59%-125.2pp | 551.28%-542.9pp |
| Employer contribution / active EE | $1,843 | $3,096-40.5% | $2,424-23.9% | $4,663-60.5% |
| Participant deferral / active EE | $4,012 | $4,919-18.4% | $4,416-9.1% | $6,691-40.0% |
| Admin fee / account holder | $1,437 | $10,256-86.0% | $8,291-82.7% | $13,402-89.3% |