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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 | $24,775 | $160,028-84.5% | $147,080-83.2% | $145,884-83.0% |
| Participation rate | 69.2% | 84.0%-14.8pp | 82.2%-13.0pp | 80.3%-11.1pp |
| Annual return | 15.65% | 98.60%-83.0pp | 420.17%-404.5pp | 551.85%-536.2pp |
| Employer contribution / active EE | $3,572 | $5,286-32.4% | $4,933-27.6% | $4,662-23.4% |
| Participant deferral / active EE | $5,227 | $8,422-37.9% | $8,066-35.2% | $6,690-21.9% |
| Admin fee / account holder | $616 | $15,030-95.9% | $12,989-95.3% | $13,392-95.4% |