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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 | $183,627-58.4% | $155,602-51.0% | $145,978-47.7% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | 10.53% | 61.32%-50.8pp | 64.81%-54.3pp | 550.52%-540.0pp |
| Employer contribution / active EE | $3,233 | $5,316-39.2% | $4,675-30.8% | $4,662-30.6% |
| Participant deferral / active EE | $6,062 | $6,466-6.2% | $5,629+7.7% | $6,690-9.4% |
| Admin fee / account holder | $2,089 | $19,327-89.2% | $15,923-86.9% | $13,400-84.4% |