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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 | $53,370 | $111,535-52.1% | $105,223-49.3% | $137,256-61.1% |
| Participation rate | 69.6% | 78.1%-8.5pp | 75.0%-5.5pp | 80.0%-10.4pp |
| Annual return | 13.21% | 237.85%-224.6pp | 180.65%-167.4pp | 220.34%-207.1pp |
| Employer contribution / active EE | $2,137 | $3,939-45.8% | $3,689-42.1% | $4,156-48.6% |
| Participant deferral / active EE | $6,993 | $5,500+27.1% | $5,072+37.9% | $6,407+9.2% |
| Admin fee / account holder | $7,103 | $9,721-26.9% | $8,859-19.8% | $12,270-42.1% |