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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 | $72,376 | $111,535-35.1% | $105,223-31.2% | $137,256-47.3% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 80.0%-13.3pp |
| Annual return | 16.25% | 237.85%-221.6pp | 180.65%-164.4pp | 220.34%-204.1pp |
| Employer contribution / active EE | $2,238 | $3,939-43.2% | $3,689-39.3% | $4,156-46.2% |
| Participant deferral / active EE | $2,919 | $5,500-46.9% | $5,072-42.5% | $6,407-54.4% |
| Admin fee / account holder | $3,717 | $9,721-61.8% | $8,859-58.0% | $12,270-69.7% |