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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 | $85,214 | $107,363-20.6% | $92,909-8.3% | $152,897-44.3% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.5%-15.8pp |
| Annual return | 17.43% | 145.63%-128.2pp | 109.44%-92.0pp | 345.43%-328.0pp |
| Employer contribution / active EE | $3,225 | $4,222-23.6% | $3,653-11.7% | $4,764-32.3% |
| Participant deferral / active EE | $6,451 | $4,848+33.1% | $4,238+52.2% | $5,851+10.3% |
| Admin fee / account holder | $8,515 | $7,082+20.2% | $5,795+46.9% | $11,599-26.6% |