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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 | $72,754 | $157,304-53.7% | $141,197-48.5% | $152,909-52.4% |
| Participation rate | 62.5% | 84.8%-22.3pp | 82.5%-20.0pp | 82.5%-20.0pp |
| Annual return | 20.33% | 64.34%-44.0pp | 71.41%-51.1pp | 345.46%-325.1pp |
| Employer contribution / active EE | $5,559 | $5,263+5.6% | $4,736+17.4% | $4,764+16.7% |
| Participant deferral / active EE | $6,248 | $7,111-12.1% | $6,710-6.9% | $5,851+6.8% |
| Admin fee / account holder | $22,194 | $12,126+83.0% | $10,265+116.2% | $11,601+91.3% |