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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 | $120,691 | $176,402-31.6% | $134,162-10.0% | $158,966-24.1% |
| Participation rate | 41.2% | 78.7%-37.5pp | 72.2%-31.0pp | 82.0%-40.8pp |
| Annual return | 13.74% | 63.66%-49.9pp | 36.35%-22.6pp | 302.95%-289.2pp |
| Employer contribution / active EE | $1,998 | $5,042-60.4% | $3,705-46.1% | $4,762-58.0% |
| Participant deferral / active EE | $3,438 | $4,093-16.0% | $3,500-1.8% | $5,983-42.5% |
| Admin fee / account holder | $725 | $8,719-91.7% | $6,685-89.2% | $11,250-93.6% |