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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 | $36,613 | $129,737-71.8% | $119,126-69.3% | $154,746-76.3% |
| Participation rate | 69.2% | 78.9%-9.6pp | 75.8%-6.5pp | 80.7%-11.5pp |
| Annual return | 16.51% | 379.08%-362.6pp | 282.11%-265.6pp | 172.34%-155.8pp |
| Employer contribution / active EE | $2,467 | $4,375-43.6% | $4,034-38.8% | $4,379-43.7% |
| Participant deferral / active EE | $6,750 | $5,842+15.5% | $5,318+26.9% | $6,730+0.3% |
| Admin fee / account holder | $3,180 | $11,961-73.4% | $10,693-70.3% | $14,365-77.9% |