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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 | $99,906 | $217,432-54.1% | $185,849-46.2% | $167,536-40.4% |
| Participation rate | 66.7% | 86.1%-19.4pp | 81.7%-15.0pp | 82.1%-15.4pp |
| Annual return | 15.37% | 148.42%-133.0pp | 122.10%-106.7pp | 478.82%-463.4pp |
| Employer contribution / active EE | $2,377 | $5,875-59.5% | $5,169-54.0% | $4,839-50.9% |
| Participant deferral / active EE | $7,223 | $6,357+13.6% | $5,569+29.7% | $6,342+13.9% |
| Admin fee / account holder | $7,155 | $19,818-63.9% | $16,244-55.9% | $12,315-41.9% |