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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 | $70,901 | $174,379-59.3% | $152,093-53.4% | $138,895-49.0% |
| Participation rate | 62.5% | 81.6%-19.1pp | 77.8%-15.3pp | 79.9%-17.4pp |
| Annual return | 14.46% | 74.86%-60.4pp | 66.36%-51.9pp | 145.39%-130.9pp |
| Employer contribution / active EE | $2,859 | $4,652-38.5% | $4,175-31.5% | $4,194-31.8% |
| Participant deferral / active EE | $4,171 | $6,159-32.3% | $5,451-23.5% | $6,396-34.8% |
| Admin fee / account holder | $23,960 | $16,880+41.9% | $14,497+65.3% | $12,562+90.7% |