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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 | $93,744 | $90,530+3.6% | $76,030+23.3% | $145,897-35.7% |
| Participation rate | 66.7% | 74.4%-7.8pp | 69.1%-2.4pp | 80.3%-13.6pp |
| Annual return | 11.85% | 625.08%-613.2pp | 361.54%-349.7pp | 552.29%-540.4pp |
| Employer contribution / active EE | $1,650 | $3,319-50.3% | $2,688-38.6% | $4,663-64.6% |
| Participant deferral / active EE | $3,064 | $5,164-40.7% | $4,257-28.0% | $6,689-54.2% |
| Admin fee / account holder | $705 | $8,383-91.6% | $6,421-89.0% | $13,390-94.7% |