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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 | $68,019 | $96,678-29.6% | $86,640-21.5% | $139,466-51.2% |
| Participation rate | 66.7% | 74.4%-7.7pp | 71.7%-5.0pp | 80.3%-13.7pp |
| Annual return | 12.64% | 106.69%-94.1pp | 592.52%-579.9pp | 373.66%-361.0pp |
| Employer contribution / active EE | $1,420 | $3,265-56.5% | $3,024-53.0% | $4,754-70.1% |
| Participant deferral / active EE | $0 | $4,837-100.0% | $4,438-100.0% | $6,712-100.0% |
| Admin fee / account holder | $3,615 | $6,410-43.6% | $5,616-35.6% | $11,409-68.3% |