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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 | $91,007 | $183,516-50.4% | $155,534-41.5% | $145,884-37.6% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 10.86% | 61.43%-50.6pp | 64.92%-54.1pp | 551.85%-541.0pp |
| Employer contribution / active EE | $1,257 | $5,315-76.4% | $4,675-73.1% | $4,662-73.0% |
| Participant deferral / active EE | $4,975 | $6,467-23.1% | $5,630-11.6% | $6,690-25.6% |
| Admin fee / account holder | $656 | $19,293-96.6% | $15,900-95.9% | $13,392-95.1% |