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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 | $80,285 | $183,592-56.3% | $155,574-48.4% | $145,877-45.0% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 9.93% | 61.37%-51.4pp | 64.87%-54.9pp | 551.28%-541.3pp |
| Employer contribution / active EE | $2,289 | $5,317-56.9% | $4,676-51.0% | $4,663-50.9% |
| Participant deferral / active EE | $4,801 | $6,466-25.8% | $5,629-14.7% | $6,691-28.2% |
| Admin fee / account holder | $2,035 | $19,316-89.5% | $15,914-87.2% | $13,402-84.8% |