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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 | $79,111 | $102,422-22.8% | $147,117-46.2% | $80,959-2.3% |
| Participation rate | 62.3% | 75.9%-13.6pp | 82.2%-19.9pp | 67.7%-5.4pp |
| Annual return | 24.45% | 135.16%-110.7pp | 420.54%-396.1pp | 35.67%-11.2pp |
| Employer contribution / active EE | $2,617 | $3,717-29.6% | $4,932-47.0% | $2,757-5.1% |
| Participant deferral / active EE | $6,330 | $6,652-4.8% | $8,065-21.5% | $4,300+47.2% |
| Admin fee / account holder | $3,947 | $7,953-50.4% | $12,993-69.6% | $6,925-43.0% |