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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 | $73,144 | $196,972-62.9% | $182,262-59.9% | $198,609-63.2% |
| Participation rate | 57.1% | 85.7%-28.6pp | 84.2%-27.1pp | 82.4%-25.2pp |
| Annual return | 19.67% | 158.27%-138.6pp | 140.60%-120.9pp | 202.70%-183.0pp |
| Employer contribution / active EE | $1,680 | $5,364-68.7% | $5,046-66.7% | $5,055-66.8% |
| Participant deferral / active EE | $6,734 | $8,643-22.1% | $8,276-18.6% | $6,977-3.5% |
| Admin fee / account holder | $1,514 | $18,429-91.8% | $16,712-90.9% | $19,030-92.0% |