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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 | $75,564 | $108,942-30.6% | $100,415-24.7% | $145,897-48.2% |
| Participation rate | 66.7% | 83.0%-16.3pp | 81.5%-14.9pp | 80.3%-13.6pp |
| Annual return | 14.54% | 58.27%-43.7pp | 49.47%-34.9pp | 552.29%-537.7pp |
| Employer contribution / active EE | $3,068 | $4,422-30.6% | $3,943-22.2% | $4,663-34.2% |
| Participant deferral / active EE | $7,729 | $8,461-8.7% | $8,091-4.5% | $6,689+15.5% |
| Admin fee / account holder | $3,369 | $9,702-65.3% | $7,906-57.4% | $13,390-74.8% |