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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 | $60,126 | $201,264-70.1% | $184,185-67.4% | $145,978-58.8% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 12.90% | 29.00%-16.1pp | 28.81%-15.9pp | 550.52%-537.6pp |
| Employer contribution / active EE | $2,621 | $7,021-62.7% | $6,426-59.2% | $4,662-43.8% |
| Participant deferral / active EE | $6,504 | $9,806-33.7% | $9,132-28.8% | $6,690-2.8% |
| Admin fee / account holder | $2,790 | $16,376-83.0% | $13,909-79.9% | $13,400-79.2% |