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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 | $94,657 | $88,754+6.7% | $81,820+15.7% | $145,877-35.1% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 13.27% | 1031.77%-1018.5pp | 777.93%-764.7pp | 551.28%-538.0pp |
| Employer contribution / active EE | $1,861 | $3,085-39.7% | $2,915-36.2% | $4,663-60.1% |
| Participant deferral / active EE | $5,959 | $4,648+28.2% | $4,323+37.9% | $6,691-10.9% |
| Admin fee / account holder | $2,994 | $8,424-64.5% | $7,391-59.5% | $13,402-77.7% |