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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 | $84,531 | $172,111-50.9% | $150,298-43.8% | $137,256-38.4% |
| Participation rate | 62.5% | 81.7%-19.2pp | 77.8%-15.3pp | 80.0%-17.5pp |
| Annual return | 11.78% | 69.37%-57.6pp | 62.79%-51.0pp | 220.34%-208.6pp |
| Employer contribution / active EE | $5,031 | $4,636+8.5% | $4,154+21.1% | $4,156+21.1% |
| Participant deferral / active EE | $9,115 | $6,166+47.8% | $5,453+67.2% | $6,407+42.3% |
| Admin fee / account holder | $4,364 | $16,471-73.5% | $14,116-69.1% | $12,270-64.4% |