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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 | $67,951 | $114,119-40.5% | $107,187-36.6% | $138,895-51.1% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.0%-15.0pp | 79.9%-19.9pp |
| Annual return | 16.67% | 273.21%-256.5pp | 204.55%-187.9pp | 145.39%-128.7pp |
| Employer contribution / active EE | $4,047 | $4,059-0.3% | $3,782+7.0% | $4,194-3.5% |
| Participant deferral / active EE | $3,177 | $5,538-42.6% | $5,096-37.7% | $6,396-50.3% |
| Admin fee / account holder | $611 | $10,024-93.9% | $9,162-93.3% | $12,562-95.1% |