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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 | $45,507 | $102,595-55.6% | $94,057-51.6% | $154,746-70.6% |
| Participation rate | 66.7% | 76.0%-9.3pp | 73.3%-6.7pp | 80.7%-14.0pp |
| Annual return | 17.17% | 583.42%-566.2pp | 480.62%-463.4pp | 172.34%-155.2pp |
| Employer contribution / active EE | $3,434 | $3,147+9.1% | $2,933+17.1% | $4,379-21.6% |
| Participant deferral / active EE | $2,136 | $5,118-58.3% | $4,709-54.7% | $6,730-68.3% |
| Admin fee / account holder | $513 | $7,736-93.4% | $7,244-92.9% | $14,365-96.4% |