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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 | $77,802 | $166,089-53.2% | $164,928-52.8% | $145,978-46.7% |
| Participation rate | 68.8% | 82.0%-13.3pp | 78.6%-9.9pp | 80.3%-11.5pp |
| Annual return | 17.57% | 100.26%-82.7pp | 70.08%-52.5pp | 550.52%-532.9pp |
| Employer contribution / active EE | $3,486 | $5,276-33.9% | $4,343-19.7% | $4,662-25.2% |
| Participant deferral / active EE | $8,435 | $6,961+21.2% | $6,034+39.8% | $6,690+26.1% |
| Admin fee / account holder | $448 | $16,641-97.3% | $12,684-96.5% | $13,400-96.7% |