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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 | $35,222 | $157,304-77.6% | $141,197-75.1% | $152,909-77.0% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 23.24% | 64.34%-41.1pp | 71.41%-48.2pp | 345.46%-322.2pp |
| Employer contribution / active EE | $1,580 | $5,263-70.0% | $4,736-66.6% | $4,764-66.8% |
| Participant deferral / active EE | $3,417 | $7,111-52.0% | $6,710-49.1% | $5,851-41.6% |
| Admin fee / account holder | $13,256 | $12,126+9.3% | $10,265+29.1% | $11,601+14.3% |