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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 | $32,118 | $175,212-81.7% | $149,682-78.5% | $139,427-77.0% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 24.76% | 166.63%-141.9pp | 134.35%-109.6pp | 373.27%-348.5pp |
| Employer contribution / active EE | $2,189 | $5,475-60.0% | $4,818-54.6% | $4,752-53.9% |
| Participant deferral / active EE | $8,265 | $6,520+26.8% | $5,681+45.5% | $6,711+23.2% |
| Admin fee / account holder | $336 | $16,150-97.9% | $13,210-97.5% | $11,404-97.1% |