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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 | $81,735 | $111,535-26.7% | $105,223-22.3% | $137,256-40.5% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.0%-15.0pp | 80.0%-20.0pp |
| Annual return | 13.61% | 237.85%-224.2pp | 180.65%-167.0pp | 220.34%-206.7pp |
| Employer contribution / active EE | $1,771 | $3,939-55.0% | $3,689-52.0% | $4,156-57.4% |
| Participant deferral / active EE | $2,954 | $5,500-46.3% | $5,072-41.8% | $6,407-53.9% |
| Admin fee / account holder | $4,147 | $9,721-57.3% | $8,859-53.2% | $12,270-66.2% |