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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 | $75,119 | $88,778-15.4% | $81,844-8.2% | $145,884-48.5% |
| Participation rate | 69.2% | 75.1%-5.8pp | 72.4%-3.2pp | 80.3%-11.1pp |
| Annual return | 13.23% | 1033.03%-1019.8pp | 778.87%-765.6pp | 551.85%-538.6pp |
| Employer contribution / active EE | $3,354 | $3,087+8.6% | $2,916+15.0% | $4,662-28.1% |
| Participant deferral / active EE | $940 | $4,648-79.8% | $4,323-78.3% | $6,690-86.0% |
| Admin fee / account holder | $1,893 | $8,430-77.5% | $7,355-74.3% | $13,392-85.9% |