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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 | $35,888 | $201,372-82.2% | $184,260-80.5% | $145,884-75.4% |
| Participation rate | 57.1% | 87.5%-30.3pp | 86.8%-29.7pp | 80.3%-23.2pp |
| Annual return | 13.09% | 29.04%-16.0pp | 28.84%-15.8pp | 551.85%-538.8pp |
| Employer contribution / active EE | $1,522 | $7,024-78.3% | $6,427-76.3% | $4,662-67.4% |
| Participant deferral / active EE | $5,085 | $9,808-48.2% | $9,133-44.3% | $6,690-24.0% |
| Admin fee / account holder | $665 | $16,362-95.9% | $13,898-95.2% | $13,392-95.0% |