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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 | $134,817-33.3% | $123,973-27.4% | $155,188-42.0% |
| Participation rate | 60.0% | 79.4%-19.4pp | 76.7%-16.7pp | 80.8%-20.8pp |
| Annual return | 23.57% | 515.49%-491.9pp | 388.13%-364.6pp | 148.84%-125.3pp |
| Employer contribution / active EE | $3,208 | $4,425-27.5% | $4,126-22.3% | $4,248-24.5% |
| Participant deferral / active EE | $9,602 | $5,706+68.3% | $5,247+83.0% | $6,531+47.0% |
| Admin fee / account holder | $7,612 | $13,245-42.5% | $11,799-35.5% | $14,480-47.4% |