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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 | $76,830 | $157,276-51.1% | $141,177-45.6% | $152,885-49.7% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 15.51% | 64.33%-48.8pp | 71.40%-55.9pp | 345.39%-329.9pp |
| Employer contribution / active EE | $2,154 | $5,262-59.1% | $4,736-54.5% | $4,763-54.8% |
| Participant deferral / active EE | $4,167 | $7,110-41.4% | $6,710-37.9% | $5,851-28.8% |
| Admin fee / account holder | $3,600 | $12,123-70.3% | $10,263-64.9% | $11,598-69.0% |