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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 | $63,158 | $156,398-59.6% | $147,318-57.1% | $138,895-54.5% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.4pp | 79.9%-13.3pp |
| Annual return | 15.42% | 78.75%-63.3pp | 70.43%-55.0pp | 145.39%-130.0pp |
| Employer contribution / active EE | $13,646 | $4,853+181.2% | $4,593+197.1% | $4,194+225.4% |
| Participant deferral / active EE | $10,686 | $8,237+29.7% | $7,906+35.2% | $6,396+67.1% |
| Admin fee / account holder | $1,076 | $14,976-92.8% | $13,708-92.2% | $12,562-91.4% |