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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 | $16,624 | $109,372-84.8% | $89,414-81.4% | $158,966-89.5% |
| Participation rate | 66.7% | 74.3%-7.6pp | 68.0%-1.3pp | 82.0%-15.3pp |
| Annual return | 7.48% | 345.55%-338.1pp | 245.50%-238.0pp | 302.95%-295.5pp |
| Employer contribution / active EE | $2,410 | $3,171-24.0% | $2,586-6.8% | $4,762-49.4% |
| Participant deferral / active EE | $4,757 | $4,598+3.4% | $3,890+22.3% | $5,983-20.5% |
| Admin fee / account holder | $631 | $6,156-89.7% | $4,883-87.1% | $11,250-94.4% |