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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 | $67,246 | $72,071-6.7% | $68,368-1.6% | $137,256-51.0% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | 16.00% | 353.14%-337.1pp | 292.57%-276.6pp | 220.34%-204.3pp |
| Employer contribution / active EE | $4,498 | $2,788+61.4% | $2,649+69.8% | $4,156+8.2% |
| Participant deferral / active EE | $7,799 | $4,410+76.8% | $4,123+89.2% | $6,407+21.7% |
| Admin fee / account holder | $5,435 | $5,336+1.9% | $5,150+5.5% | $12,270-55.7% |