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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 | $76,545 | $148,623-48.5% | $135,974-43.7% | $139,466-45.1% |
| Participation rate | 33.3% | 83.9%-50.5pp | 81.9%-48.6pp | 80.3%-47.0pp |
| Annual return | 14.59% | 79.30%-64.7pp | 68.30%-53.7pp | 373.66%-359.1pp |
| Employer contribution / active EE | $2,478 | $5,246-52.8% | $4,859-49.0% | $4,754-47.9% |
| Participant deferral / active EE | $7,122 | $8,103-12.1% | $7,760-8.2% | $6,712+6.1% |
| Admin fee / account holder | $6,566 | $12,406-47.1% | $10,767-39.0% | $11,409-42.4% |