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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 | $82,207 | $183,539-55.2% | $155,556-47.2% | $145,897-43.7% |
| Participation rate | 61.9% | 82.7%-20.8pp | 78.2%-16.3pp | 80.3%-18.4pp |
| Annual return | 11.06% | 61.31%-50.2pp | 64.84%-53.8pp | 552.29%-541.2pp |
| Employer contribution / active EE | $1,187 | $5,315-77.7% | $4,675-74.6% | $4,663-74.5% |
| Participant deferral / active EE | $3,228 | $6,467-50.1% | $5,631-42.7% | $6,689-51.7% |
| Admin fee / account holder | $1,462 | $19,275-92.4% | $15,885-90.8% | $13,390-89.1% |