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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 | $71,133 | $111,814-36.4% | $103,378-31.2% | $145,978-51.3% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 40.40% | 24.80%+15.6pp | 24.91%+15.5pp | 550.52%-510.1pp |
| Employer contribution / active EE | $2,934 | $4,215-30.4% | $3,870-24.2% | $4,662-37.1% |
| Participant deferral / active EE | $5,309 | $5,618-5.5% | $5,058+5.0% | $6,690-20.6% |
| Admin fee / account holder | $2,068 | $9,764-78.8% | $8,401-75.4% | $13,400-84.6% |