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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 | $88,848 | $175,257-49.3% | $149,717-40.7% | $139,456-36.3% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 15.40% | 166.70%-151.3pp | 134.41%-119.0pp | 373.45%-358.0pp |
| Employer contribution / active EE | $2,981 | $5,477-45.6% | $4,820-38.1% | $4,753-37.3% |
| Participant deferral / active EE | $2,876 | $6,521-55.9% | $5,682-49.4% | $6,711-57.1% |
| Admin fee / account holder | $4,747 | $16,156-70.6% | $13,213-64.1% | $11,407-58.4% |