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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 | $80,170 | $160,040-49.9% | $147,096-45.5% | $145,877-45.0% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 12.82% | 98.49%-85.7pp | 419.75%-406.9pp | 551.28%-538.5pp |
| Employer contribution / active EE | $1,837 | $5,289-65.3% | $4,936-62.8% | $4,663-60.6% |
| Participant deferral / active EE | $3,923 | $8,429-53.5% | $8,071-51.4% | $6,691-41.4% |
| Admin fee / account holder | $6,689 | $15,050-55.6% | $13,005-48.6% | $13,402-50.1% |