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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 | $80,163 | $178,174-55.0% | $156,181-48.7% | $137,256-41.6% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.8%-12.2pp | 80.0%-13.3pp |
| Annual return | 16.67% | 84.19%-67.5pp | 64.87%-48.2pp | 220.34%-203.7pp |
| Employer contribution / active EE | $2,506 | $4,972-49.6% | $4,294-41.6% | $4,156-39.7% |
| Participant deferral / active EE | $3,193 | $6,888-53.6% | $6,132-47.9% | $6,407-50.2% |
| Admin fee / account holder | $14,247 | $17,404-18.1% | $14,586-2.3% | $12,270+16.1% |