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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 | $81,170 | $160,040-49.3% | $147,096-44.8% | $145,877-44.4% |
| Participation rate | 61.9% | 84.0%-22.1pp | 82.2%-20.3pp | 80.3%-18.4pp |
| Annual return | 13.25% | 98.49%-85.2pp | 419.75%-406.5pp | 551.28%-538.0pp |
| Employer contribution / active EE | $2,153 | $5,289-59.3% | $4,936-56.4% | $4,663-53.8% |
| Participant deferral / active EE | $4,415 | $8,429-47.6% | $8,071-45.3% | $6,691-34.0% |
| Admin fee / account holder | $4,330 | $15,050-71.2% | $13,005-66.7% | $13,402-67.7% |