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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 | $134,817-40.4% | $123,973-35.2% | $155,188-48.2% |
| Participation rate | 57.1% | 79.4%-22.3pp | 76.7%-19.5pp | 80.8%-23.7pp |
| Annual return | 18.22% | 515.49%-497.3pp | 388.13%-369.9pp | 148.84%-130.6pp |
| Employer contribution / active EE | $2,575 | $4,425-41.8% | $4,126-37.6% | $4,248-39.4% |
| Participant deferral / active EE | $6,229 | $5,706+9.2% | $5,247+18.7% | $6,531-4.6% |
| Admin fee / account holder | $735 | $13,245-94.5% | $11,799-93.8% | $14,480-94.9% |