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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 | $76,248 | $102,422-25.6% | $147,117-48.2% | $80,959-5.8% |
| Participation rate | 65.2% | 75.9%-10.7pp | 82.2%-17.0pp | 67.7%-2.5pp |
| Annual return | 14.77% | 135.16%-120.4pp | 420.54%-405.8pp | 35.67%-20.9pp |
| Employer contribution / active EE | $3,952 | $3,717+6.3% | $4,932-19.9% | $2,757+43.3% |
| Participant deferral / active EE | $11,184 | $6,652+68.1% | $8,065+38.7% | $4,300+160.1% |
| Admin fee / account holder | $5,627 | $7,953-29.2% | $12,993-56.7% | $6,925-18.7% |