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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 | $89,850 | $132,634-32.3% | $115,768-22.4% | $137,256-34.5% |
| Participation rate | 52.4% | 77.9%-25.5pp | 74.4%-22.0pp | 80.0%-27.6pp |
| Annual return | 20.41% | 160.70%-140.3pp | 100.46%-80.1pp | 220.34%-199.9pp |
| Employer contribution / active EE | $1,844 | $3,360-45.1% | $2,940-37.3% | $4,156-55.6% |
| Participant deferral / active EE | $7,759 | $5,619+38.1% | $4,917+57.8% | $6,407+21.1% |
| Admin fee / account holder | $4,197 | $15,028-72.1% | $12,439-66.3% | $12,270-65.8% |