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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 | $69,803 | $160,070-56.4% | $147,117-52.6% | $145,897-52.2% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 14.24% | 98.69%-84.4pp | 420.54%-406.3pp | 552.29%-538.0pp |
| Employer contribution / active EE | $2,413 | $5,285-54.3% | $4,932-51.1% | $4,663-48.3% |
| Participant deferral / active EE | $9,114 | $8,419+8.3% | $8,065+13.0% | $6,689+36.3% |
| Admin fee / account holder | $4,597 | $15,035-69.4% | $12,993-64.6% | $13,390-65.7% |