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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 | $165,399-58.7% | $149,745-54.3% | $158,982-57.0% |
| Participation rate | 60.0% | 84.6%-24.6pp | 82.5%-22.5pp | 82.0%-22.0pp |
| Annual return | 17.47% | 348.34%-330.9pp | 276.72%-259.3pp | 302.99%-285.5pp |
| Employer contribution / active EE | $1,390 | $5,105-72.8% | $4,646-70.1% | $4,763-70.8% |
| Participant deferral / active EE | $7,642 | $7,183+6.4% | $6,843+11.7% | $5,983+27.7% |
| Admin fee / account holder | $1,126 | $10,811-89.6% | $9,312-87.9% | $11,252-90.0% |