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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 | $77,522 | $162,529-52.3% | $130,788-40.7% | $154,746-49.9% |
| Participation rate | 61.9% | 75.9%-14.0pp | 70.1%-8.2pp | 80.7%-18.8pp |
| Annual return | 11.83% | 510.48%-498.6pp | 386.44%-374.6pp | 172.34%-160.5pp |
| Employer contribution / active EE | $3,665 | $4,447-17.6% | $3,558+3.0% | $4,379-16.3% |
| Participant deferral / active EE | $5,078 | $4,808+5.6% | $4,137+22.7% | $6,730-24.6% |
| Admin fee / account holder | $383 | $7,669-95.0% | $6,673-94.3% | $14,365-97.3% |