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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 | $98,226 | $183,592-46.5% | $155,574-36.9% | $145,877-32.7% |
| Participation rate | 68.8% | 82.7%-13.9pp | 78.2%-9.5pp | 80.3%-11.6pp |
| Annual return | 11.19% | 61.37%-50.2pp | 64.87%-53.7pp | 551.28%-540.1pp |
| Employer contribution / active EE | $1,514 | $5,317-71.5% | $4,676-67.6% | $4,663-67.5% |
| Participant deferral / active EE | $2,201 | $6,466-66.0% | $5,629-60.9% | $6,691-67.1% |
| Admin fee / account holder | $11,657 | $19,316-39.7% | $15,914-26.8% | $13,402-13.0% |