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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 | $212,386-66.8% | $199,883-64.7% | $138,895-49.2% |
| Participation rate | 63.6% | 87.4%-23.7pp | 86.8%-23.1pp | 79.9%-16.3pp |
| Annual return | 20.99% | 47.75%-26.8pp | 43.81%-22.8pp | 145.39%-124.4pp |
| Employer contribution / active EE | $3,222 | $6,625-51.4% | $6,261-48.5% | $4,194-23.2% |
| Participant deferral / active EE | $7,724 | $9,617-19.7% | $9,138-15.5% | $6,396+20.8% |
| Admin fee / account holder | $16,036 | $18,233-12.1% | $17,268-7.1% | $12,562+27.7% |