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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 | $57,789 | $73,518-21.4% | $63,005-8.3% | $147,585-60.8% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.8%-8.1pp | 82.8%-16.2pp |
| Annual return | 18.52% | 175.46%-156.9pp | 87.59%-69.1pp | 578.58%-560.1pp |
| Employer contribution / active EE | $1,672 | $3,322-49.7% | $2,760-39.4% | $4,876-65.7% |
| Participant deferral / active EE | $7,682 | $4,183+83.6% | $3,329+130.7% | $5,439+41.2% |
| Admin fee / account holder | $5,639 | $5,952-5.3% | $3,599+56.7% | $10,886-48.2% |