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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 | $118,223 | $148,623-20.5% | $135,974-13.1% | $139,466-15.2% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 21.60% | 79.30%-57.7pp | 68.30%-46.7pp | 373.66%-352.1pp |
| Employer contribution / active EE | $2,016 | $5,246-61.6% | $4,859-58.5% | $4,754-57.6% |
| Participant deferral / active EE | $8,445 | $8,103+4.2% | $7,760+8.8% | $6,712+25.8% |
| Admin fee / account holder | $667 | $12,406-94.6% | $10,767-93.8% | $11,409-94.2% |