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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 | $78,872 | $148,582-46.9% | $135,942-42.0% | $139,456-43.4% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 25.48% | 79.26%-53.8pp | 68.28%-42.8pp | 373.45%-348.0pp |
| Employer contribution / active EE | $1,325 | $5,245-74.7% | $4,858-72.7% | $4,753-72.1% |
| Participant deferral / active EE | $6,972 | $8,101-13.9% | $7,759-10.1% | $6,711+3.9% |
| Admin fee / account holder | $1,578 | $12,402-87.3% | $10,764-85.3% | $11,407-86.2% |