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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 | $68,390 | $165,351-58.6% | $149,710-54.3% | $158,931-57.0% |
| Participation rate | 60.0% | 84.6%-24.6pp | 82.5%-22.5pp | 82.0%-22.0pp |
| Annual return | 17.47% | 348.19%-330.7pp | 276.63%-259.2pp | 302.86%-285.4pp |
| Employer contribution / active EE | $1,390 | $5,103-72.8% | $4,645-70.1% | $4,761-70.8% |
| Participant deferral / active EE | $7,642 | $7,181+6.4% | $6,842+11.7% | $5,982+27.7% |
| Admin fee / account holder | $1,126 | $10,807-89.6% | $9,309-87.9% | $11,247-90.0% |