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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 | $92,562 | $166,089-44.3% | $164,928-43.9% | $145,978-36.6% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.6%-12.0pp | 80.3%-13.6pp |
| Annual return | 12.97% | 100.26%-87.3pp | 70.08%-57.1pp | 550.52%-537.5pp |
| Employer contribution / active EE | $3,366 | $5,276-36.2% | $4,343-22.5% | $4,662-27.8% |
| Participant deferral / active EE | $12,818 | $6,961+84.1% | $6,034+112.4% | $6,690+91.6% |
| Admin fee / account holder | $14,352 | $16,641-13.8% | $12,684+13.1% | $13,400+7.1% |