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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 | $115,302 | $165,381-30.3% | $149,730-23.0% | $158,966-27.5% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 16.77% | 348.29%-331.5pp | 276.70%-259.9pp | 302.95%-286.2pp |
| Employer contribution / active EE | $1,530 | $5,104-70.0% | $4,645-67.1% | $4,762-67.9% |
| Participant deferral / active EE | $5,804 | $7,182-19.2% | $6,843-15.2% | $5,983-3.0% |
| Admin fee / account holder | $3,077 | $10,809-71.5% | $9,310-67.0% | $11,250-72.7% |