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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 | $103,510 | $157,296-34.2% | $141,191-26.7% | $152,897-32.3% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 18.52% | 64.34%-45.8pp | 71.41%-52.9pp | 345.43%-326.9pp |
| Employer contribution / active EE | $1,856 | $5,262-64.7% | $4,736-60.8% | $4,764-61.0% |
| Participant deferral / active EE | $6,457 | $7,111-9.2% | $6,710-3.8% | $5,851+10.4% |
| Admin fee / account holder | $12,949 | $12,125+6.8% | $10,264+26.2% | $11,599+11.6% |