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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 | $67,047 | $201,370-66.7% | $184,256-63.6% | $145,897-54.0% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 16.98% | 29.05%-12.1pp | 28.85%-11.9pp | 552.29%-535.3pp |
| Employer contribution / active EE | $12,856 | $7,024+83.0% | $6,427+100.0% | $4,663+175.7% |
| Participant deferral / active EE | $0 | $9,808-100.0% | $9,133-100.0% | $6,689-100.0% |
| Admin fee / account holder | $1,225 | $16,364-92.5% | $13,899-91.2% | $13,390-90.8% |