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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 | $80,615 | $210,698-61.7% | $178,014-54.7% | $145,959-44.8% |
| Participation rate | 62.5% | 80.8%-18.3pp | 77.1%-14.6pp | 80.3%-17.8pp |
| Annual return | 11.09% | 386.27%-375.2pp | 294.80%-283.7pp | 561.95%-550.9pp |
| Employer contribution / active EE | $1,797 | $4,567-60.7% | $3,950-54.5% | $4,661-61.4% |
| Participant deferral / active EE | $5,538 | $6,958-20.4% | $6,276-11.8% | $6,689-17.2% |
| Admin fee / account holder | $1,016 | $12,016-91.5% | $10,362-90.2% | $13,398-92.4% |