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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 | $73,843 | $157,296-53.1% | $141,191-47.7% | $152,897-51.7% |
| Participation rate | 69.2% | 84.8%-15.6pp | 82.5%-13.2pp | 82.5%-13.2pp |
| Annual return | 21.62% | 64.34%-42.7pp | 71.41%-49.8pp | 345.43%-323.8pp |
| Employer contribution / active EE | $3,683 | $5,262-30.0% | $4,736-22.2% | $4,764-22.7% |
| Participant deferral / active EE | $8,044 | $7,111+13.1% | $6,710+19.9% | $5,851+37.5% |
| Admin fee / account holder | $1,287 | $12,125-89.4% | $10,264-87.5% | $11,599-88.9% |