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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 | $72,454 | $160,040-54.7% | $147,096-50.7% | $145,877-50.3% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.8pp | 80.3%-47.0pp |
| Annual return | 14.82% | 98.49%-83.7pp | 419.75%-404.9pp | 551.28%-536.5pp |
| Employer contribution / active EE | $3,610 | $5,289-31.8% | $4,936-26.9% | $4,663-22.6% |
| Participant deferral / active EE | $14,869 | $8,429+76.4% | $8,071+84.2% | $6,691+122.2% |
| Admin fee / account holder | $11,667 | $15,050-22.5% | $13,005-10.3% | $13,402-12.9% |