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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 | $91,782 | $198,457-53.8% | $170,435-46.1% | $147,586-37.8% |
| Participation rate | 66.7% | 88.0%-21.3pp | 83.6%-16.9pp | 82.8%-16.2pp |
| Annual return | 22.59% | 257.30%-234.7pp | 205.94%-183.3pp | 578.59%-556.0pp |
| Employer contribution / active EE | $1,993 | $6,183-67.8% | $5,432-63.3% | $4,876-59.1% |
| Participant deferral / active EE | $5,378 | $5,629-4.5% | $4,939+8.9% | $5,439-1.1% |
| Admin fee / account holder | $1,667 | $16,852-90.1% | $13,881-88.0% | $10,886-84.7% |