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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 | $90,509 | $210,698-57.0% | $178,014-49.2% | $145,959-38.0% |
| Participation rate | 66.7% | 80.8%-14.1pp | 77.1%-10.4pp | 80.3%-13.6pp |
| Annual return | 27.26% | 386.27%-359.0pp | 294.80%-267.5pp | 561.95%-534.7pp |
| Employer contribution / active EE | $883 | $4,567-80.7% | $3,950-77.7% | $4,661-81.1% |
| Participant deferral / active EE | $6,365 | $6,958-8.5% | $6,276+1.4% | $6,689-4.8% |
| Admin fee / account holder | $823 | $12,016-93.2% | $10,362-92.1% | $13,398-93.9% |