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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 | $30,896 | $154,228-80.0% | $145,433-78.8% | $137,256-77.5% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 23.99% | 74.59%-50.6pp | 66.58%-42.6pp | 220.34%-196.3pp |
| Employer contribution / active EE | $3,075 | $4,804-36.0% | $4,554-32.5% | $4,156-26.0% |
| Participant deferral / active EE | $4,425 | $8,216-46.1% | $7,897-44.0% | $6,407-30.9% |
| Admin fee / account holder | $2,255 | $14,344-84.3% | $13,129-82.8% | $12,270-81.6% |