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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 | $80,328 | $114,119-29.6% | $107,187-25.1% | $138,895-42.2% |
| Participation rate | 57.1% | 78.1%-20.9pp | 75.0%-17.9pp | 79.9%-22.8pp |
| Annual return | 18.22% | 273.21%-255.0pp | 204.55%-186.3pp | 145.39%-127.2pp |
| Employer contribution / active EE | $2,575 | $4,059-36.6% | $3,782-31.9% | $4,194-38.6% |
| Participant deferral / active EE | $6,229 | $5,538+12.5% | $5,096+22.2% | $6,396-2.6% |
| Admin fee / account holder | $735 | $10,024-92.7% | $9,162-92.0% | $12,562-94.2% |