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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 | $75,953 | $152,612-50.2% | $125,192-39.3% | $152,897-50.3% |
| Participation rate | 66.7% | 83.3%-16.7pp | 79.8%-13.1pp | 82.5%-15.8pp |
| Annual return | 27.50% | 54.85%-27.3pp | 43.79%-16.3pp | 345.43%-317.9pp |
| Employer contribution / active EE | $3,441 | $4,947-30.4% | $3,866-11.0% | $4,764-27.8% |
| Participant deferral / active EE | $8,703 | $5,868+48.3% | $4,937+76.3% | $5,851+48.7% |
| Admin fee / account holder | $585 | $13,437-95.6% | $9,704-94.0% | $11,599-95.0% |