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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 | $97,937 | $217,432-55.0% | $185,849-47.3% | $167,536-41.5% |
| Participation rate | 66.7% | 86.1%-19.4pp | 81.7%-15.0pp | 82.1%-15.4pp |
| Annual return | 17.63% | 148.42%-130.8pp | 122.10%-104.5pp | 478.82%-461.2pp |
| Employer contribution / active EE | $1,431 | $5,875-75.6% | $5,169-72.3% | $4,839-70.4% |
| Participant deferral / active EE | $4,551 | $6,357-28.4% | $5,569-18.3% | $6,342-28.2% |
| Admin fee / account holder | $530 | $19,818-97.3% | $16,244-96.7% | $12,315-95.7% |