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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 | $89,270 | $148,623-39.9% | $135,974-34.3% | $139,466-36.0% |
| Participation rate | 69.2% | 83.9%-14.6pp | 81.9%-12.7pp | 80.3%-11.1pp |
| Annual return | 12.62% | 79.30%-66.7pp | 68.30%-55.7pp | 373.66%-361.0pp |
| Employer contribution / active EE | $2,477 | $5,246-52.8% | $4,859-49.0% | $4,754-47.9% |
| Participant deferral / active EE | $4,711 | $8,103-41.9% | $7,760-39.3% | $6,712-29.8% |
| Admin fee / account holder | $8,911 | $12,406-28.2% | $10,767-17.2% | $11,409-21.9% |