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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 | $118,379 | $227,399-47.9% | $189,758-37.6% | $198,609-40.4% |
| Participation rate | 66.7% | 84.0%-17.3pp | 79.8%-13.1pp | 82.4%-15.7pp |
| Annual return | 11.98% | 61.03%-49.1pp | 52.62%-40.6pp | 202.70%-190.7pp |
| Employer contribution / active EE | $2,656 | $5,526-51.9% | $4,767-44.3% | $5,055-47.5% |
| Participant deferral / active EE | $9,838 | $6,837+43.9% | $5,856+68.0% | $6,977+41.0% |
| Admin fee / account holder | $2,426 | $25,162-90.4% | $20,388-88.1% | $19,030-87.3% |