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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 | $88,778-52.9% | $81,844-48.9% | $145,884-71.3% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 17.09% | 1033.03%-1015.9pp | 778.87%-761.8pp | 551.85%-534.8pp |
| Employer contribution / active EE | $3,219 | $3,087+4.3% | $2,916+10.4% | $4,662-31.0% |
| Participant deferral / active EE | $6,436 | $4,648+38.5% | $4,323+48.9% | $6,690-3.8% |
| Admin fee / account holder | $1,197 | $8,430-85.8% | $7,355-83.7% | $13,392-91.1% |