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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 | $81,082 | $110,337-26.5% | $102,383-20.8% | $145,877-44.4% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 20.77% | 24.83%-4.1pp | 24.94%-4.2pp | 551.28%-530.5pp |
| Employer contribution / active EE | $1,885 | $4,216-55.3% | $3,870-51.3% | $4,663-59.6% |
| Participant deferral / active EE | $5,009 | $5,621-10.9% | $5,060-1.0% | $6,691-25.1% |
| Admin fee / account holder | $342 | $9,750-96.5% | $8,391-95.9% | $13,402-97.4% |