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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 | $24,550 | $183,539-86.6% | $155,556-84.2% | $145,897-83.2% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 13.04% | 61.31%-48.3pp | 64.84%-51.8pp | 552.29%-539.2pp |
| Employer contribution / active EE | $1,380 | $5,315-74.0% | $4,675-70.5% | $4,663-70.4% |
| Participant deferral / active EE | $4,491 | $6,467-30.6% | $5,631-20.2% | $6,689-32.9% |
| Admin fee / account holder | $333 | $19,275-98.3% | $15,885-97.9% | $13,390-97.5% |