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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 | $99,062 | $135,956-27.1% | $123,894-20.0% | $273,972-63.8% |
| Participation rate | 33.3% | 84.1%-50.7pp | 81.4%-48.1pp | 83.0%-49.7pp |
| Annual return | 5.06% | 56.63%-51.6pp | 47.52%-42.5pp | 41.46%-36.4pp |
| Employer contribution / active EE | $4,483 | $5,170-13.3% | $4,617-2.9% | $4,869-7.9% |
| Participant deferral / active EE | $14,750 | $6,343+132.6% | $5,984+146.5% | $5,287+179.0% |
| Admin fee / account holder | $4,889 | $9,817-50.2% | $8,357-41.5% | $10,133-51.7% |