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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 | $27,909 | $159,934-82.5% | $147,005-81.0% | $145,959-80.9% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 14.67% | 98.24%-83.6pp | 418.76%-404.1pp | 561.95%-547.3pp |
| Employer contribution / active EE | $2,457 | $5,287-53.5% | $4,934-50.2% | $4,661-47.3% |
| Participant deferral / active EE | $4,655 | $8,427-44.8% | $8,070-42.3% | $6,689-30.4% |
| Admin fee / account holder | $2,209 | $15,053-85.3% | $13,006-83.0% | $13,398-83.5% |