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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 | $114,119-36.6% | $107,187-32.5% | $138,895-47.9% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 79.9%-13.3pp |
| Annual return | 16.25% | 273.21%-257.0pp | 204.55%-188.3pp | 145.39%-129.1pp |
| Employer contribution / active EE | $2,238 | $4,059-44.9% | $3,782-40.8% | $4,194-46.7% |
| Participant deferral / active EE | $2,919 | $5,538-47.3% | $5,096-42.7% | $6,396-54.4% |
| Admin fee / account holder | $3,717 | $10,024-62.9% | $9,162-59.4% | $12,562-70.4% |