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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 | $108,701 | $162,529-33.1% | $130,788-16.9% | $154,746-29.8% |
| Participation rate | 66.7% | 75.9%-9.2pp | 70.1%-3.4pp | 80.7%-14.0pp |
| Annual return | 9.81% | 510.48%-500.7pp | 386.44%-376.6pp | 172.34%-162.5pp |
| Employer contribution / active EE | $21,695 | $4,447+387.8% | $3,558+509.8% | $4,379+395.4% |
| Participant deferral / active EE | $20,667 | $4,808+329.8% | $4,137+399.5% | $6,730+207.1% |
| Admin fee / account holder | $398 | $7,669-94.8% | $6,673-94.0% | $14,365-97.2% |