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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 | $92,996 | $111,878-16.9% | $93,727-0.8% | $145,897-36.3% |
| Participation rate | 66.7% | 74.2%-7.5pp | 68.7%-2.0pp | 80.3%-13.6pp |
| Annual return | 28.56% | 204.28%-175.7pp | 133.83%-105.3pp | 552.29%-523.7pp |
| Employer contribution / active EE | $640 | $3,092-79.3% | $2,421-73.6% | $4,663-86.3% |
| Participant deferral / active EE | $14,776 | $4,920+200.3% | $4,417+234.5% | $6,689+120.9% |
| Admin fee / account holder | $591 | $10,256-94.2% | $8,292-92.9% | $13,390-95.6% |