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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 | $91,998 | $157,829-41.7% | $136,867-32.8% | $198,609-53.7% |
| Participation rate | 52.9% | 77.2%-24.2pp | 74.5%-21.6pp | 82.4%-29.4pp |
| Annual return | 9.37% | 51.25%-41.9pp | 42.97%-33.6pp | 202.70%-193.3pp |
| Employer contribution / active EE | $3,230 | $3,923-17.7% | $3,547-8.9% | $5,055-36.1% |
| Participant deferral / active EE | $0 | $5,463-100.0% | $4,924-100.0% | $6,977-100.0% |
| Admin fee / account holder | $5,637 | $11,107-49.2% | $10,340-45.5% | $19,030-70.4% |