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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 | $20,051 | $183,516-89.1% | $155,534-87.1% | $145,884-86.3% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 12.99% | 61.43%-48.4pp | 64.92%-51.9pp | 551.85%-538.9pp |
| Employer contribution / active EE | $1,143 | $5,315-78.5% | $4,675-75.6% | $4,662-75.5% |
| Participant deferral / active EE | $2,369 | $6,467-63.4% | $5,630-57.9% | $6,690-64.6% |
| Admin fee / account holder | $892 | $19,293-95.4% | $15,900-94.4% | $13,392-93.3% |