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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 | $71,190 | $72,071-1.2% | $68,368+4.1% | $137,256-48.1% |
| Participation rate | 58.8% | 76.2%-17.4pp | 73.8%-14.9pp | 80.0%-21.1pp |
| Annual return | 17.00% | 353.14%-336.1pp | 292.57%-275.6pp | 220.34%-203.3pp |
| Employer contribution / active EE | $3,263 | $2,788+17.0% | $2,649+23.2% | $4,156-21.5% |
| Participant deferral / active EE | $4,048 | $4,410-8.2% | $4,123-1.8% | $6,407-36.8% |
| Admin fee / account holder | $4,305 | $5,336-19.3% | $5,150-16.4% | $12,270-64.9% |