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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 | $31,186 | $103,038-69.7% | $90,324-65.5% | $152,909-79.6% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.5%-15.8pp |
| Annual return | 20.15% | 95.25%-75.1pp | 78.15%-58.0pp | 345.46%-325.3pp |
| Employer contribution / active EE | $2,283 | $3,141-27.3% | $2,856-20.1% | $4,764-52.1% |
| Participant deferral / active EE | $7,978 | $4,282+86.3% | $3,885+105.3% | $5,851+36.3% |
| Admin fee / account holder | $1,477 | $6,177-76.1% | $5,356-72.4% | $11,601-87.3% |