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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 | $76,956 | $160,040-51.9% | $147,096-47.7% | $145,877-47.2% |
| Participation rate | 63.2% | 84.0%-20.9pp | 82.2%-19.0pp | 80.3%-17.1pp |
| Annual return | 23.06% | 98.49%-75.4pp | 419.75%-396.7pp | 551.28%-528.2pp |
| Employer contribution / active EE | $2,919 | $5,289-44.8% | $4,936-40.9% | $4,663-37.4% |
| Participant deferral / active EE | $12,839 | $8,429+52.3% | $8,071+59.1% | $6,691+91.9% |
| Admin fee / account holder | $4,740 | $15,050-68.5% | $13,005-63.6% | $13,402-64.6% |