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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 | $91,700 | $111,814-18.0% | $103,374-11.3% | $145,959-37.2% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 15.88% | 24.77%-8.9pp | 24.89%-9.0pp | 561.95%-546.1pp |
| Employer contribution / active EE | $2,342 | $4,214-44.4% | $3,869-39.5% | $4,661-49.7% |
| Participant deferral / active EE | $11,676 | $5,618+107.8% | $5,058+130.8% | $6,689+74.6% |
| Admin fee / account holder | $724 | $9,754-92.6% | $8,394-91.4% | $13,398-94.6% |