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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 | $72,616 | $175,231-58.6% | $149,696-51.5% | $139,466-47.9% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 15.85% | 166.77%-150.9pp | 134.46%-118.6pp | 373.66%-357.8pp |
| Employer contribution / active EE | $2,351 | $5,478-57.1% | $4,821-51.2% | $4,754-50.6% |
| Participant deferral / active EE | $7,714 | $6,521+18.3% | $5,682+35.8% | $6,712+14.9% |
| Admin fee / account holder | $835 | $16,155-94.8% | $13,212-93.7% | $11,409-92.7% |