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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 | $74,357 | $103,392-28.1% | $87,104-14.6% | $152,897-51.4% |
| Participation rate | 66.7% | 79.4%-12.7pp | 76.9%-10.2pp | 82.5%-15.8pp |
| Annual return | 14.92% | 28.10%-13.2pp | 28.19%-13.3pp | 345.43%-330.5pp |
| Employer contribution / active EE | $2,371 | $3,221-26.4% | $2,521-5.9% | $4,764-50.2% |
| Participant deferral / active EE | $6,135 | $4,778+28.4% | $4,048+51.5% | $5,851+4.9% |
| Admin fee / account holder | $1,603 | $12,194-86.9% | $7,491-78.6% | $11,599-86.2% |