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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 | $61,407 | $157,276-61.0% | $141,177-56.5% | $152,885-59.8% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.5%-22.5pp |
| Annual return | 15.32% | 64.33%-49.0pp | 71.40%-56.1pp | 345.39%-330.1pp |
| Employer contribution / active EE | $7,915 | $5,262+50.4% | $4,736+67.1% | $4,763+66.2% |
| Participant deferral / active EE | $3,800 | $7,110-46.6% | $6,710-43.4% | $5,851-35.1% |
| Admin fee / account holder | $1,338 | $12,123-89.0% | $10,263-87.0% | $11,598-88.5% |