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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 | $41,842 | $88,710-52.8% | $81,783-48.8% | $145,959-71.3% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 17.09% | 1027.26%-1010.2pp | 775.05%-758.0pp | 561.95%-544.9pp |
| Employer contribution / active EE | $3,219 | $3,083+4.4% | $2,913+10.5% | $4,661-30.9% |
| Participant deferral / active EE | $6,436 | $4,645+38.6% | $4,320+49.0% | $6,689-3.8% |
| Admin fee / account holder | $1,197 | $8,407-85.8% | $7,380-83.8% | $13,398-91.1% |