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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 | $69,803 | $160,040-56.4% | $147,096-52.5% | $145,877-52.1% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 14.24% | 98.49%-84.3pp | 419.75%-405.5pp | 551.28%-537.0pp |
| Employer contribution / active EE | $2,413 | $5,289-54.4% | $4,936-51.1% | $4,663-48.3% |
| Participant deferral / active EE | $9,114 | $8,429+8.1% | $8,071+12.9% | $6,691+36.2% |
| Admin fee / account holder | $4,597 | $15,050-69.5% | $13,005-64.6% | $13,402-65.7% |