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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 | $89,413 | $162,529-45.0% | $130,788-31.6% | $154,746-42.2% |
| Participation rate | 66.7% | 75.9%-9.2pp | 70.1%-3.4pp | 80.7%-14.0pp |
| Annual return | 20.07% | 510.48%-490.4pp | 386.44%-366.4pp | 172.34%-152.3pp |
| Employer contribution / active EE | $1,415 | $4,447-68.2% | $3,558-60.2% | $4,379-67.7% |
| Participant deferral / active EE | $5,488 | $4,808+14.1% | $4,137+32.7% | $6,730-18.5% |
| Admin fee / account holder | $726 | $7,669-90.5% | $6,673-89.1% | $14,365-94.9% |