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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 | $81,381 | $211,288-61.5% | $178,540-54.4% | $145,884-44.2% |
| Participation rate | 68.8% | 80.8%-12.1pp | 77.1%-8.4pp | 80.3%-11.6pp |
| Annual return | 15.76% | 30.27%-14.5pp | 27.15%-11.4pp | 551.85%-536.1pp |
| Employer contribution / active EE | $2,918 | $4,574-36.2% | $3,953-26.2% | $4,662-37.4% |
| Participant deferral / active EE | $5,337 | $6,967-23.4% | $6,281-15.0% | $6,690-20.2% |
| Admin fee / account holder | $3,003 | $12,105-75.2% | $10,424-71.2% | $13,392-77.6% |