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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 | $76,501 | $125,237-38.9% | $105,608-27.6% | $145,877-47.6% |
| Participation rate | 55.6% | 77.7%-22.1pp | 75.3%-19.7pp | 80.3%-24.7pp |
| Annual return | 12.39% | 225.76%-213.4pp | 116.50%-104.1pp | 551.28%-538.9pp |
| Employer contribution / active EE | $1,160 | $3,720-68.8% | $3,167-63.4% | $4,663-75.1% |
| Participant deferral / active EE | $6,879 | $5,711+20.5% | $5,010+37.3% | $6,691+2.8% |
| Admin fee / account holder | $1,235 | $17,287-92.9% | $11,028-88.8% | $13,402-90.8% |