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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 | $166,242-53.2% | $165,071-52.9% | $145,884-46.7% |
| Participation rate | 68.8% | 82.0%-13.3pp | 78.6%-9.9pp | 80.3%-11.6pp |
| Annual return | 17.57% | 100.44%-82.9pp | 70.17%-52.6pp | 551.85%-534.3pp |
| Employer contribution / active EE | $3,486 | $5,283-34.0% | $4,347-19.8% | $4,662-25.2% |
| Participant deferral / active EE | $8,435 | $6,964+21.1% | $6,035+39.8% | $6,690+26.1% |
| Admin fee / account holder | $448 | $16,658-97.3% | $12,695-96.5% | $13,392-96.7% |