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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 | $74,784 | $202,440-63.1% | $169,390-55.9% | $139,466-46.4% |
| Participation rate | 66.7% | 81.1%-14.4pp | 77.2%-10.5pp | 80.3%-13.7pp |
| Annual return | 17.89% | 532.36%-514.5pp | 406.07%-388.2pp | 373.66%-355.8pp |
| Employer contribution / active EE | $1,666 | $4,693-64.5% | $4,013-58.5% | $4,754-65.0% |
| Participant deferral / active EE | $10,732 | $6,940+54.6% | $6,222+72.5% | $6,712+59.9% |
| Admin fee / account holder | $6,105 | $10,722-43.1% | $9,015-32.3% | $11,409-46.5% |