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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 | $71,850 | $101,618-29.3% | $93,063-22.8% | $137,256-47.7% |
| Participation rate | 66.7% | 74.9%-8.3pp | 72.1%-5.4pp | 80.0%-13.3pp |
| Annual return | 16.95% | 223.95%-207.0pp | 34.15%-17.2pp | 220.34%-203.4pp |
| Employer contribution / active EE | $1,796 | $2,707-33.7% | $2,476-27.5% | $4,156-56.8% |
| Participant deferral / active EE | $3,918 | $4,279-8.5% | $3,958-1.0% | $6,407-38.9% |
| Admin fee / account holder | $4,772 | $6,198-23.0% | $6,033-20.9% | $12,270-61.1% |