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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 | $80,004 | $107,353-25.5% | $92,903-13.9% | $152,885-47.7% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.5%-15.8pp |
| Annual return | 27.02% | 145.62%-118.6pp | 109.43%-82.4pp | 345.39%-318.4pp |
| Employer contribution / active EE | $1,534 | $4,222-63.7% | $3,653-58.0% | $4,763-67.8% |
| Participant deferral / active EE | $5,464 | $4,848+12.7% | $4,238+28.9% | $5,851-6.6% |
| Admin fee / account holder | $523 | $7,081-92.6% | $5,795-91.0% | $11,598-95.5% |