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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 | $80,648 | $148,623-45.7% | $135,974-40.7% | $139,466-42.2% |
| Participation rate | 35.3% | 83.9%-48.6pp | 81.9%-46.6pp | 80.3%-45.0pp |
| Annual return | 16.79% | 79.30%-62.5pp | 68.30%-51.5pp | 373.66%-356.9pp |
| Employer contribution / active EE | $1,769 | $5,246-66.3% | $4,859-63.6% | $4,754-62.8% |
| Participant deferral / active EE | $4,537 | $8,103-44.0% | $7,760-41.5% | $6,712-32.4% |
| Admin fee / account holder | $985 | $12,406-92.1% | $10,767-90.9% | $11,409-91.4% |