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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 | $129,456 | $211,224-38.7% | $178,505-27.5% | $145,897-11.3% |
| Participation rate | 60.0% | 80.8%-20.8pp | 77.1%-17.1pp | 80.3%-20.3pp |
| Annual return | 17.22% | 30.28%-13.1pp | 27.16%-9.9pp | 552.29%-535.1pp |
| Employer contribution / active EE | $2,569 | $4,577-43.9% | $3,955-35.0% | $4,663-44.9% |
| Participant deferral / active EE | $14,437 | $6,966+107.3% | $6,280+129.9% | $6,689+115.8% |
| Admin fee / account holder | $884 | $12,109-92.7% | $10,428-91.5% | $13,390-93.4% |