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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 | $88,815-52.9% | $81,882-48.9% | $145,897-71.3% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 17.09% | 1033.75%-1016.7pp | 779.47%-762.4pp | 552.29%-535.2pp |
| Employer contribution / active EE | $3,219 | $3,086+4.3% | $2,916+10.4% | $4,663-31.0% |
| Participant deferral / active EE | $6,436 | $4,647+38.5% | $4,323+48.9% | $6,689-3.8% |
| Admin fee / account holder | $1,197 | $8,434-85.8% | $7,360-83.7% | $13,390-91.1% |