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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 | $57,764 | $72,071-19.9% | $68,368-15.5% | $137,256-57.9% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | 15.95% | 353.14%-337.2pp | 292.57%-276.6pp | 220.34%-204.4pp |
| Employer contribution / active EE | $1,384 | $2,788-50.4% | $2,649-47.8% | $4,156-66.7% |
| Participant deferral / active EE | $6,292 | $4,410+42.7% | $4,123+52.6% | $6,407-1.8% |
| Admin fee / account holder | $892 | $5,336-83.3% | $5,150-82.7% | $12,270-92.7% |