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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 | $67,282 | $88,778-24.2% | $81,844-17.8% | $145,884-53.9% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 20.92% | 1033.03%-1012.1pp | 778.87%-758.0pp | 551.85%-530.9pp |
| Employer contribution / active EE | $2,673 | $3,087-13.4% | $2,916-8.3% | $4,662-42.7% |
| Participant deferral / active EE | $3,901 | $4,648-16.1% | $4,323-9.8% | $6,690-41.7% |
| Admin fee / account holder | $7,639 | $8,430-9.4% | $7,355+3.9% | $13,392-43.0% |