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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 | $85,740 | $211,288-59.4% | $178,540-52.0% | $145,884-41.2% |
| Participation rate | 68.8% | 80.8%-12.1pp | 77.1%-8.4pp | 80.3%-11.6pp |
| Annual return | 11.11% | 30.27%-19.2pp | 27.15%-16.0pp | 551.85%-540.7pp |
| Employer contribution / active EE | $1,948 | $4,574-57.4% | $3,953-50.7% | $4,662-58.2% |
| Participant deferral / active EE | $1,439 | $6,967-79.3% | $6,281-77.1% | $6,690-78.5% |
| Admin fee / account holder | $1,789 | $12,105-85.2% | $10,424-82.8% | $13,392-86.6% |