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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 | $87,580 | $183,516-52.3% | $155,534-43.7% | $145,884-40.0% |
| Participation rate | 33.3% | 82.7%-49.4pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | 13.16% | 61.43%-48.3pp | 64.92%-51.8pp | 551.85%-538.7pp |
| Employer contribution / active EE | $3,677 | $5,315-30.8% | $4,675-21.3% | $4,662-21.1% |
| Participant deferral / active EE | $10,433 | $6,467+61.3% | $5,630+85.3% | $6,690+56.0% |
| Admin fee / account holder | $4,647 | $19,293-75.9% | $15,900-70.8% | $13,392-65.3% |