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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 | $80,228 | $183,516-56.3% | $155,534-48.4% | $145,884-45.0% |
| Participation rate | 16.7% | 82.7%-66.0pp | 78.2%-61.6pp | 80.3%-63.6pp |
| Annual return | 8.99% | 61.43%-52.4pp | 64.92%-55.9pp | 551.85%-542.9pp |
| Employer contribution / active EE | $5,782 | $5,315+8.8% | $4,675+23.7% | $4,662+24.0% |
| Participant deferral / active EE | $5,782 | $6,467-10.6% | $5,630+2.7% | $6,690-13.6% |
| Admin fee / account holder | $31,073 | $19,293+61.1% | $15,900+95.4% | $13,392+132.0% |