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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 | $73,727 | $111,814-34.1% | $103,374-28.7% | $145,959-49.5% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 145.16% | 24.77%+120.4pp | 24.89%+120.3pp | 561.95%-416.8pp |
| Employer contribution / active EE | $878 | $4,214-79.2% | $3,869-77.3% | $4,661-81.2% |
| Participant deferral / active EE | $4,693 | $5,618-16.5% | $5,058-7.2% | $6,689-29.8% |
| Admin fee / account holder | $710 | $9,754-92.7% | $8,394-91.5% | $13,398-94.7% |