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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 | $76,643 | $102,595-25.3% | $94,057-18.5% | $154,746-50.5% |
| Participation rate | 66.7% | 76.0%-9.3pp | 73.3%-6.7pp | 80.7%-14.0pp |
| Annual return | 11.01% | 583.42%-572.4pp | 480.62%-469.6pp | 172.34%-161.3pp |
| Employer contribution / active EE | $3,313 | $3,147+5.3% | $2,933+13.0% | $4,379-24.3% |
| Participant deferral / active EE | $3,572 | $5,118-30.2% | $4,709-24.2% | $6,730-46.9% |
| Admin fee / account holder | $1,700 | $7,736-78.0% | $7,244-76.5% | $14,365-88.2% |