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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 | $110,410-33.2% | $102,437-28.0% | $145,897-49.5% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 145.16% | 24.85%+120.3pp | 24.95%+120.2pp | 552.29%-407.1pp |
| Employer contribution / active EE | $878 | $4,217-79.2% | $3,871-77.3% | $4,663-81.2% |
| Participant deferral / active EE | $4,693 | $5,622-16.5% | $5,060-7.3% | $6,689-29.8% |
| Admin fee / account holder | $710 | $9,745-92.7% | $8,388-91.5% | $13,390-94.7% |