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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 | $87,183 | $198,461-56.1% | $170,436-48.8% | $147,585-40.9% |
| Participation rate | 58.3% | 88.0%-29.6pp | 83.6%-25.3pp | 82.8%-24.5pp |
| Annual return | 13.18% | 257.30%-244.1pp | 205.94%-192.8pp | 578.57%-565.4pp |
| Employer contribution / active EE | $1,608 | $6,184-74.0% | $5,433-70.4% | $4,876-67.0% |
| Participant deferral / active EE | $5,388 | $5,629-4.3% | $4,939+9.1% | $5,439-0.9% |
| Admin fee / account holder | $544 | $16,852-96.8% | $13,880-96.1% | $10,885-95.0% |