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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 | $43,017 | $132,634-67.6% | $115,768-62.8% | $137,256-68.7% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.4%-7.7pp | 80.0%-13.3pp |
| Annual return | 16.41% | 160.70%-144.3pp | 100.46%-84.1pp | 220.34%-203.9pp |
| Employer contribution / active EE | $1,512 | $3,360-55.0% | $2,940-48.6% | $4,156-63.6% |
| Participant deferral / active EE | $4,460 | $5,619-20.6% | $4,917-9.3% | $6,407-30.4% |
| Admin fee / account holder | $11,341 | $15,028-24.5% | $12,439-8.8% | $12,270-7.6% |