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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 | $32,581 | $183,516-82.2% | $155,534-79.1% | $145,884-77.7% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 14.81% | 61.43%-46.6pp | 64.92%-50.1pp | 551.85%-537.0pp |
| Employer contribution / active EE | $1,674 | $5,315-68.5% | $4,675-64.2% | $4,662-64.1% |
| Participant deferral / active EE | $4,932 | $6,467-23.7% | $5,630-12.4% | $6,690-26.3% |
| Admin fee / account holder | $583 | $19,293-97.0% | $15,900-96.3% | $13,392-95.6% |