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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 | $77,261 | $118,695-34.9% | $98,916-21.9% | $158,950-51.4% |
| Participation rate | 66.7% | 77.8%-11.2pp | 76.0%-9.4pp | 82.0%-15.3pp |
| Annual return | 13.61% | 372.39%-358.8pp | 196.45%-182.8pp | 302.91%-289.3pp |
| Employer contribution / active EE | $2,138 | $3,333-35.9% | $2,689-20.5% | $4,762-55.1% |
| Participant deferral / active EE | $3,558 | $5,088-30.1% | $4,245-16.2% | $5,983-40.5% |
| Admin fee / account holder | $12,658 | $10,132+24.9% | $6,642+90.6% | $11,248+12.5% |