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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 | $33,967 | $185,883-81.7% | $170,043-80.0% | $139,466-75.6% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 17.09% | 60.54%-43.5pp | 53.40%-36.3pp | 373.66%-356.6pp |
| Employer contribution / active EE | $2,737 | $7,596-64.0% | $6,790-59.7% | $4,754-42.4% |
| Participant deferral / active EE | $5,248 | $11,626-54.9% | $10,410-49.6% | $6,712-21.8% |
| Admin fee / account holder | $509 | $15,393-96.7% | $12,824-96.0% | $11,409-95.5% |