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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 | $70,534 | $209,336-66.3% | $197,124-64.2% | $137,256-48.6% |
| Participation rate | 63.6% | 87.3%-23.7pp | 86.7%-23.1pp | 80.0%-16.3pp |
| Annual return | 20.99% | 48.09%-27.1pp | 44.34%-23.4pp | 220.34%-199.3pp |
| Employer contribution / active EE | $3,222 | $6,591-51.1% | $6,227-48.3% | $4,156-22.5% |
| Participant deferral / active EE | $7,724 | $9,614-19.7% | $9,135-15.4% | $6,407+20.6% |
| Admin fee / account holder | $16,036 | $17,308-7.3% | $16,298-1.6% | $12,270+30.7% |