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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 | $84,273 | $176,688-52.3% | $130,660-35.5% | $152,909-44.9% |
| Participation rate | 66.7% | 79.0%-12.3pp | 71.7%-5.1pp | 82.5%-15.8pp |
| Annual return | 16.03% | 2693.08%-2677.1pp | 1709.29%-1693.3pp | 345.46%-329.4pp |
| Employer contribution / active EE | $938 | $5,743-83.7% | $4,092-77.1% | $4,764-80.3% |
| Participant deferral / active EE | $1,333 | $4,362-69.4% | $3,603-63.0% | $5,851-77.2% |
| Admin fee / account holder | $3,683 | $7,131-48.4% | $5,463-32.6% | $11,601-68.3% |