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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 | $70,075 | $185,312-62.2% | $161,489-56.6% | $154,746-54.7% |
| Participation rate | 58.3% | 82.5%-24.1pp | 78.7%-20.4pp | 80.7%-22.4pp |
| Annual return | 14.16% | 103.84%-89.7pp | 89.72%-75.6pp | 172.34%-158.2pp |
| Employer contribution / active EE | $1,707 | $4,769-64.2% | $4,268-60.0% | $4,379-61.0% |
| Participant deferral / active EE | $4,353 | $6,350-31.4% | $5,630-22.7% | $6,730-35.3% |
| Admin fee / account holder | $72,049 | $18,654+286.2% | $16,006+350.1% | $14,365+401.5% |