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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 | $108,230 | $157,296-31.2% | $141,191-23.3% | $152,897-29.2% |
| Participation rate | 53.8% | 84.8%-31.0pp | 82.5%-28.6pp | 82.5%-28.6pp |
| Annual return | 17.57% | 64.34%-46.8pp | 71.41%-53.8pp | 345.43%-327.9pp |
| Employer contribution / active EE | $1,326 | $5,262-74.8% | $4,736-72.0% | $4,764-72.2% |
| Participant deferral / active EE | $4,258 | $7,111-40.1% | $6,710-36.5% | $5,851-27.2% |
| Admin fee / account holder | $7,287 | $12,125-39.9% | $10,264-29.0% | $11,599-37.2% |