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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 | $201,264-66.7% | $184,185-63.6% | $145,978-54.1% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 16.98% | 29.00%-12.0pp | 28.81%-11.8pp | 550.52%-533.5pp |
| Employer contribution / active EE | $12,856 | $7,021+83.1% | $6,426+100.1% | $4,662+175.8% |
| Participant deferral / active EE | $0 | $9,806-100.0% | $9,132-100.0% | $6,690-100.0% |
| Admin fee / account holder | $1,225 | $16,376-92.5% | $13,909-91.2% | $13,400-90.9% |