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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 | $68,913 | $176,071-60.9% | $159,450-56.8% | $167,497-58.9% |
| Participation rate | 66.7% | 84.9%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 20.40% | 331.79%-311.4pp | 263.60%-243.2pp | 478.62%-458.2pp |
| Employer contribution / active EE | $4,539 | $5,298-14.3% | $4,830-6.0% | $4,838-6.2% |
| Participant deferral / active EE | $13,417 | $7,750+73.1% | $7,352+82.5% | $6,341+111.6% |
| Admin fee / account holder | $1,100 | $12,555-91.2% | $10,800-89.8% | $12,310-91.1% |