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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 | $91,700 | $110,337-16.9% | $102,383-10.4% | $145,877-37.1% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 15.88% | 24.83%-9.0pp | 24.94%-9.1pp | 551.28%-535.4pp |
| Employer contribution / active EE | $2,342 | $4,216-44.4% | $3,870-39.5% | $4,663-49.8% |
| Participant deferral / active EE | $11,676 | $5,621+107.7% | $5,060+130.8% | $6,691+74.5% |
| Admin fee / account holder | $724 | $9,750-92.6% | $8,391-91.4% | $13,402-94.6% |