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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 | $68,022 | $217,432-68.7% | $185,851-63.4% | $167,553-59.4% |
| Participation rate | 66.7% | 86.1%-19.4pp | 81.7%-15.0pp | 82.1%-15.4pp |
| Annual return | 10.79% | 148.43%-137.6pp | 122.11%-111.3pp | 478.89%-468.1pp |
| Employer contribution / active EE | $3,258 | $5,874-44.5% | $5,168-37.0% | $4,840-32.7% |
| Participant deferral / active EE | $14,208 | $6,357+123.5% | $5,569+155.2% | $6,343+124.0% |
| Admin fee / account holder | $30,467 | $19,820+53.7% | $16,245+87.5% | $12,316+147.4% |