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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 | $59,086 | $108,922-45.8% | $100,398-41.1% | $145,978-59.5% |
| Participation rate | 69.6% | 83.0%-13.4pp | 81.5%-11.9pp | 80.3%-10.7pp |
| Annual return | 13.85% | 58.04%-44.2pp | 49.32%-35.5pp | 550.52%-536.7pp |
| Employer contribution / active EE | $2,880 | $4,426-34.9% | $3,946-27.0% | $4,662-38.2% |
| Participant deferral / active EE | $7,452 | $8,450-11.8% | $8,084-7.8% | $6,690+11.4% |
| Admin fee / account holder | $7,209 | $9,680-25.5% | $7,893-8.7% | $13,400-46.2% |