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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 | $77,472 | $157,276-50.7% | $141,177-45.1% | $152,885-49.3% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.5%-22.5pp |
| Annual return | 17.47% | 64.33%-46.9pp | 71.40%-53.9pp | 345.39%-327.9pp |
| Employer contribution / active EE | $3,353 | $5,262-36.3% | $4,736-29.2% | $4,763-29.6% |
| Participant deferral / active EE | $8,048 | $7,110+13.2% | $6,710+19.9% | $5,851+37.6% |
| Admin fee / account holder | $15,202 | $12,123+25.4% | $10,263+48.1% | $11,598+31.1% |