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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 | $76,299 | $183,516-58.4% | $155,534-50.9% | $145,884-47.7% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | 10.53% | 61.43%-50.9pp | 64.92%-54.4pp | 551.85%-541.3pp |
| Employer contribution / active EE | $3,233 | $5,315-39.2% | $4,675-30.8% | $4,662-30.7% |
| Participant deferral / active EE | $6,062 | $6,467-6.3% | $5,630+7.7% | $6,690-9.4% |
| Admin fee / account holder | $2,089 | $19,293-89.2% | $15,900-86.9% | $13,392-84.4% |