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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 | $54,748 | $88,754-38.3% | $81,820-33.1% | $145,877-62.5% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 21.44% | 1031.77%-1010.3pp | 777.93%-756.5pp | 551.28%-529.8pp |
| Employer contribution / active EE | $970 | $3,085-68.6% | $2,915-66.7% | $4,663-79.2% |
| Participant deferral / active EE | $1,068 | $4,648-77.0% | $4,323-75.3% | $6,691-84.0% |
| Admin fee / account holder | $824 | $8,424-90.2% | $7,391-88.9% | $13,402-93.9% |