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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 | $81,955 | $108,911-24.7% | $100,392-18.4% | $145,884-43.8% |
| Participation rate | 46.7% | 83.0%-36.3pp | 81.5%-34.8pp | 80.3%-33.6pp |
| Annual return | 17.02% | 58.23%-41.2pp | 49.45%-32.4pp | 551.85%-534.8pp |
| Employer contribution / active EE | $2,948 | $4,420-33.3% | $3,941-25.2% | $4,662-36.8% |
| Participant deferral / active EE | $11,817 | $8,459+39.7% | $8,090+46.1% | $6,690+76.6% |
| Admin fee / account holder | $14,538 | $9,698+49.9% | $7,904+83.9% | $13,392+8.6% |