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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 | $33,250 | $183,539-81.9% | $155,556-78.6% | $145,897-77.2% |
| Participation rate | 65.2% | 82.7%-17.5pp | 78.2%-13.0pp | 80.3%-15.1pp |
| Annual return | 9.37% | 61.31%-51.9pp | 64.84%-55.5pp | 552.29%-542.9pp |
| Employer contribution / active EE | $1,721 | $5,315-67.6% | $4,675-63.2% | $4,663-63.1% |
| Participant deferral / active EE | $3,184 | $6,467-50.8% | $5,631-43.5% | $6,689-52.4% |
| Admin fee / account holder | $5,261 | $19,275-72.7% | $15,885-66.9% | $13,390-60.7% |