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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 | $80,049 | $197,637-59.5% | $177,848-55.0% | $158,982-49.6% |
| Participation rate | 60.0% | 88.5%-28.5pp | 87.7%-27.7pp | 82.0%-22.0pp |
| Annual return | 12.24% | 58.77%-46.5pp | 48.33%-36.1pp | 302.99%-290.7pp |
| Employer contribution / active EE | $3,610 | $6,698-46.1% | $5,919-39.0% | $4,763-24.2% |
| Participant deferral / active EE | $7,602 | $8,405-9.5% | $7,714-1.4% | $5,983+27.1% |
| Admin fee / account holder | $5,436 | $15,406-64.7% | $12,431-56.3% | $11,252-51.7% |