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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 | $43,251 | $162,529-73.4% | $130,788-66.9% | $154,746-72.1% |
| Participation rate | 66.7% | 75.9%-9.2pp | 70.1%-3.4pp | 80.7%-14.0pp |
| Annual return | 21.67% | 510.48%-488.8pp | 386.44%-364.8pp | 172.34%-150.7pp |
| Employer contribution / active EE | $4,023 | $4,447-9.6% | $3,558+13.1% | $4,379-8.1% |
| Participant deferral / active EE | $6,454 | $4,808+34.2% | $4,137+56.0% | $6,730-4.1% |
| Admin fee / account holder | $13,107 | $7,669+70.9% | $6,673+96.4% | $14,365-8.8% |