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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 | $92,612 | $88,778+4.3% | $81,844+13.2% | $145,884-36.5% |
| Participation rate | 28.6% | 75.1%-46.5pp | 72.4%-43.8pp | 80.3%-51.7pp |
| Annual return | 10.57% | 1033.03%-1022.5pp | 778.87%-768.3pp | 551.85%-541.3pp |
| Employer contribution / active EE | $857 | $3,087-72.2% | $2,916-70.6% | $4,662-81.6% |
| Participant deferral / active EE | $8,714 | $4,648+87.5% | $4,323+101.6% | $6,690+30.3% |
| Admin fee / account holder | $708 | $8,430-91.6% | $7,355-90.4% | $13,392-94.7% |