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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 | $80,516 | $175,259-54.1% | $149,723-46.2% | $139,487-42.3% |
| Participation rate | 25.0% | 83.4%-58.4pp | 78.8%-53.8pp | 80.3%-55.3pp |
| Annual return | 16.45% | 166.82%-150.4pp | 134.50%-118.0pp | 373.84%-357.4pp |
| Employer contribution / active EE | $2,400 | $5,478-56.2% | $4,821-50.2% | $4,755-49.5% |
| Participant deferral / active EE | $6,900 | $6,522+5.8% | $5,682+21.4% | $6,713+2.8% |
| Admin fee / account holder | $1,388 | $16,158-91.4% | $13,215-89.5% | $11,407-87.8% |