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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 | $61,462 | $180,749-66.0% | $160,784-61.8% | $137,256-55.2% |
| Participation rate | 60.0% | 80.0%-20.0pp | 77.0%-17.0pp | 80.0%-20.0pp |
| Annual return | 12.56% | 2234.46%-2221.9pp | 1803.92%-1791.4pp | 220.34%-207.8pp |
| Employer contribution / active EE | $2,051 | $4,155-50.7% | $3,733-45.1% | $4,156-50.7% |
| Participant deferral / active EE | $7,649 | $6,844+11.8% | $6,293+21.6% | $6,407+19.4% |
| Admin fee / account holder | $2,360 | $10,397-77.3% | $9,717-75.7% | $12,270-80.8% |