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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 | $55,397 | $160,028-65.4% | $147,080-62.3% | $145,884-62.0% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 17.00% | 98.60%-81.6pp | 420.17%-403.2pp | 551.85%-534.9pp |
| Employer contribution / active EE | $5,168 | $5,286-2.2% | $4,933+4.8% | $4,662+10.8% |
| Participant deferral / active EE | $8,384 | $8,422-0.5% | $8,066+3.9% | $6,690+25.3% |
| Admin fee / account holder | $6,410 | $15,030-57.4% | $12,989-50.7% | $13,392-52.1% |