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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 | $78,860 | $111,535-29.3% | $105,223-25.1% | $137,256-42.5% |
| Participation rate | 68.4% | 78.1%-9.7pp | 75.0%-6.6pp | 80.0%-11.5pp |
| Annual return | 15.95% | 237.85%-221.9pp | 180.65%-164.7pp | 220.34%-204.4pp |
| Employer contribution / active EE | $1,749 | $3,939-55.6% | $3,689-52.6% | $4,156-57.9% |
| Participant deferral / active EE | $3,232 | $5,500-41.2% | $5,072-36.3% | $6,407-49.5% |
| Admin fee / account holder | $2,170 | $9,721-77.7% | $8,859-75.5% | $12,270-82.3% |