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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 | $103,833 | $201,370-48.4% | $184,256-43.6% | $145,897-28.8% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 13.41% | 29.05%-15.6pp | 28.85%-15.4pp | 552.29%-538.9pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $11,333 | $9,808+15.6% | $9,133+24.1% | $6,689+69.4% |
| Admin fee / account holder | $2,579 | $16,364-84.2% | $13,899-81.4% | $13,390-80.7% |