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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 | $10,857 | $102,595-89.4% | $94,057-88.5% | $154,746-93.0% |
| Participation rate | 66.7% | 76.0%-9.3pp | 73.3%-6.7pp | 80.7%-14.0pp |
| Annual return | 12.41% | 583.42%-571.0pp | 480.62%-468.2pp | 172.34%-159.9pp |
| Employer contribution / active EE | $1,678 | $3,147-46.7% | $2,933-42.8% | $4,379-61.7% |
| Participant deferral / active EE | $3,398 | $5,118-33.6% | $4,709-27.9% | $6,730-49.5% |
| Admin fee / account holder | $4,889 | $7,736-36.8% | $7,244-32.5% | $14,365-66.0% |