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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 | $102,595-34.5% | $94,057-28.5% | $154,746-56.5% |
| Participation rate | 66.7% | 76.0%-9.3pp | 73.3%-6.7pp | 80.7%-14.0pp |
| Annual return | 16.00% | 583.42%-567.4pp | 480.62%-464.6pp | 172.34%-156.3pp |
| Employer contribution / active EE | $4,498 | $3,147+42.9% | $2,933+53.4% | $4,379+2.7% |
| Participant deferral / active EE | $7,799 | $5,118+52.4% | $4,709+65.6% | $6,730+15.9% |
| Admin fee / account holder | $5,435 | $7,736-29.7% | $7,244-25.0% | $14,365-62.2% |