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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 | $118,283 | $148,623-20.4% | $135,974-13.0% | $139,466-15.2% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 17.53% | 79.30%-61.8pp | 68.30%-50.8pp | 373.66%-356.1pp |
| Employer contribution / active EE | $1,156 | $5,246-78.0% | $4,859-76.2% | $4,754-75.7% |
| Participant deferral / active EE | $7,167 | $8,103-11.6% | $7,760-7.6% | $6,712+6.8% |
| Admin fee / account holder | $11,850 | $12,406-4.5% | $10,767+10.1% | $11,409+3.9% |