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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 | $83,201 | $202,440-58.9% | $169,390-50.9% | $139,466-40.3% |
| Participation rate | 69.2% | 81.1%-11.9pp | 77.2%-7.9pp | 80.3%-11.1pp |
| Annual return | 11.64% | 532.36%-520.7pp | 406.07%-394.4pp | 373.66%-362.0pp |
| Employer contribution / active EE | $2,277 | $4,693-51.5% | $4,013-43.3% | $4,754-52.1% |
| Participant deferral / active EE | $4,696 | $6,940-32.3% | $6,222-24.5% | $6,712-30.0% |
| Admin fee / account holder | $1,253 | $10,722-88.3% | $9,015-86.1% | $11,409-89.0% |