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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 | $89,951 | $129,737-30.7% | $119,126-24.5% | $154,746-41.9% |
| Participation rate | 60.0% | 78.9%-18.9pp | 75.8%-15.8pp | 80.7%-20.7pp |
| Annual return | 23.57% | 379.08%-355.5pp | 282.11%-258.5pp | 172.34%-148.8pp |
| Employer contribution / active EE | $3,208 | $4,375-26.7% | $4,034-20.5% | $4,379-26.8% |
| Participant deferral / active EE | $9,602 | $5,842+64.4% | $5,318+80.6% | $6,730+42.7% |
| Admin fee / account holder | $7,612 | $11,961-36.4% | $10,693-28.8% | $14,365-47.0% |