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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 | $67,758 | $102,429-33.8% | $147,096-53.9% | $80,925-16.3% |
| Participation rate | 57.6% | 75.9%-18.3pp | 82.2%-24.6pp | 67.7%-10.0pp |
| Annual return | 15.02% | 135.02%-120.0pp | 419.75%-404.7pp | 35.65%-20.6pp |
| Employer contribution / active EE | $4,473 | $3,716+20.4% | $4,936-9.4% | $2,756+62.3% |
| Participant deferral / active EE | $8,049 | $6,649+21.1% | $8,071-0.3% | $4,299+87.2% |
| Admin fee / account holder | $6,429 | $7,957-19.2% | $13,005-50.6% | $6,940-7.4% |